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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 | $84,007 | $62,583+34.2% | $76,767+9.4% | $64,173+30.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.06% | -1.95%+12.0pp | 2.43%+7.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,941 | $1,832+60.5% | $2,485+18.3% | $2,381+23.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,567 | $4,667-66.4% | $6,675-76.5% | $4,887-67.9% |