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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 | $126,484 | $99,345+27.3% | $84,753+49.2% | $273,972-53.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.40% | 22.93%-15.5pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,967 | $4,214-53.3% | $3,574-45.0% | $4,869-59.6% |
| Participant deferral / active EE | $5,562 | $4,270+30.3% | $3,712+49.8% | $5,287+5.2% |
| Admin fee / account holder | $70,520 | $6,645+961.2% | $5,333+1222.3% | $10,133+596.0% |