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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 | $88,328 | $104,098-15.1% | $140,514-37.1% | $94,015-6.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 10.58% | 15.14%-4.6pp | 14.36%-3.8pp | 17.84%-7.3pp |
| Employer contribution / active EE | $7,551 | $2,388+216.2% | $3,378+123.5% | $2,790+170.6% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,746 | $10,439-64.1% | $13,697-72.6% | $8,951-58.1% |