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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,357 | $54,380-35.0% | $68,509-48.4% | $59,633-40.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 10.12% | 2.83%+7.3pp | 8.27%+1.9pp | 2041.45%-2031.3pp |
| Employer contribution / active EE | $2,406 | $1,539+56.4% | $2,278+5.6% | $2,203+9.2% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,892 | $3,885-51.3% | $5,275-64.1% | $4,297-56.0% |