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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 | $123,824 | $64,729+91.3% | $112,263+10.3% | $68,490+80.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 13.90% | -11.40%+25.3pp | 27.49%-13.6pp | -7.85%+21.8pp |
| Employer contribution / active EE | $9,259 | $2,746+237.2% | $3,636+154.6% | $2,597+256.6% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,336 | $5,222-17.0% | $6,410-32.4% | $5,403-19.7% |