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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 | $113,194 | $123,478-8.3% | $216,567-47.7% | $94,015+20.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 12.49% | 23.61%-11.1pp | 12.94%-0.5pp | 17.84%-5.4pp |
| Employer contribution / active EE | $9,501 | $3,136+203.0% | $5,216+82.2% | $2,790+240.5% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,321 | $12,753-89.6% | $21,981-94.0% | $8,951-85.2% |