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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 | $134,684 | $109,782+22.7% | $260,467-48.3% | $94,015+43.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 80.5%+19.5pp | 70.8%+29.2pp |
| Annual return | 16.97% | 18.60%-1.6pp | 100.60%-83.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,786 | $2,147-16.8% | $4,239-57.9% | $2,790-36.0% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $6,319-100.0% | $4,249-100.0% |
| Admin fee / account holder | $584 | $11,958-95.1% | $15,461-96.2% | $8,951-93.5% |