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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 | $57,376 | $112,729-49.1% | $98,716-41.9% | $137,256-58.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.25% | 38.48%-25.2pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,222 | $2,725-18.5% | $2,279-2.5% | $4,156-46.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $765 | $10,129-92.5% | $8,703-91.2% | $12,270-93.8% |