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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 | $195,982 | $243,530-19.5% | $192,497+1.8% | $243,530-19.5% |
| Participation rate | 100.0% | 93.6%+6.4pp | 85.7%+14.3pp | 93.6%+6.4pp |
| Annual return | 9.78% | 7.91%+1.9pp | 9.19%+0.6pp | 7.91%+1.9pp |
| Employer contribution / active EE | $7,761 | $20,023-61.2% | $7,7610% | $20,023-61.2% |
| Participant deferral / active EE | $0 | $11,300-100.0% | $5,232-100.0% | $11,300-100.0% |
| Admin fee / account holder | $11,641 | $64,087-81.8% | $9,907+17.5% | $64,087-81.8% |