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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 | $70,379 | $74,879,922-99.9% | $40,145,923-99.8% | $273,972-74.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 1.36% | 2.55%-1.2pp | 5.24%-3.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,860 | $2,350-20.9% | $1,844+0.9% | $4,869-61.8% |
| Participant deferral / active EE | $1,818 | $2,962-38.6% | $2,591-29.8% | $5,287-65.6% |
| Admin fee / account holder | $1,195 | $3,725-67.9% | $2,903-58.8% | $10,133-88.2% |