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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 | $102,538 | $65,685+56.1% | $57,181+79.3% | $273,968-62.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.74% | 21.99%-18.3pp | 14.59%-10.9pp | 41.45%-37.7pp |
| Employer contribution / active EE | $8,745 | $3,279+166.7% | $2,682+226.0% | $4,869+79.6% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,669 | $4,835-44.8% | $3,139-15.0% | $10,132-73.7% |