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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 | $79,750 | $127,096-37.3% | $105,736-24.6% | $135,380-41.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 4.95% | 4.49%+0.5pp | 6.27%-1.3pp | 519.81%-514.9pp |
| Employer contribution / active EE | $9,796 | $4,107+138.5% | $3,268+199.7% | $4,779+105.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $701 | $9,087-92.3% | $6,913-89.9% | $10,828-93.5% |