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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 | $105,360 | $103,949+1.4% | $69,182+52.3% | $273,972-61.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.71% | 35.28%-30.6pp | -21.93%+26.6pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,191 | $1,783+22.9% | $1,206+81.6% | $4,869-55.0% |
| Participant deferral / active EE | $6,401 | $2,716+135.6% | $1,897+237.4% | $5,287+21.1% |
| Admin fee / account holder | $1,138 | $3,671-69.0% | $2,697-57.8% | $10,133-88.8% |