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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 | $83,033 | $59,231+40.2% | $90,223-8.0% | $52,331+58.7% |
| Participation rate | 99.2% | 75.0%+24.2pp | 79.0%+20.1pp | 68.1%+31.0pp |
| Annual return | 5.08% | 3.53%+1.6pp | 1.31%+3.8pp | 4.54%+0.5pp |
| Employer contribution / active EE | $2,542 | $3,391-25.0% | $4,378-41.9% | $1,882+35.1% |
| Participant deferral / active EE | $0 | $4,659-100.0% | $5,792-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2,621 | $515+409.4% | $7,406-64.6% | $592+343.1% |