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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 | $39,758 | $76,564-48.1% | $105,582-62.3% | $94,015-57.7% |
| Participation rate | 97.6% | 65.2%+32.4pp | 71.8%+25.8pp | 70.8%+26.8pp |
| Annual return | 11.27% | 20.69%-9.4pp | 18.61%-7.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $5,113 | $1,995+156.3% | $2,984+71.3% | $2,790+83.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,849 | $7,129-18.0% | $12,856-54.5% | $8,951-34.7% |