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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 | $114,712-1.3% | $173,730-34.8% | $87,485+29.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 12.49% | 20.18%-7.7pp | 19.96%-7.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $9,501 | $2,904+227.1% | $4,577+107.6% | $2,596+265.9% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,321 | $10,210-87.1% | $17,523-92.5% | $7,775-83.0% |