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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 | $47,396 | $51,708-8.3% | $106,619-55.5% | $62,881-24.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 8.89% | 4.69%+4.2pp | 9.42%-0.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $5,159 | $1,764+192.5% | $3,947+30.7% | $2,281+126.2% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $990 | $3,349-70.4% | $6,418-84.6% | $4,296-77.0% |