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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 | $27,522 | $136,307-79.8% | $106,619-74.2% | $273,972-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 14.24% | 11.05%+3.2pp | 9.42%+4.8pp | 41.46%-27.2pp |
| Employer contribution / active EE | $1,900 | $5,190-63.4% | $3,947-51.9% | $4,869-61.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $651 | $8,625-92.4% | $6,418-89.8% | $10,133-93.6% |