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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 | $115,475 | $76,564+50.8% | $105,582+9.4% | $94,015+22.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 15.88% | 20.69%-4.8pp | 18.61%-2.7pp | 17.84%-2.0pp |
| Employer contribution / active EE | $4,412 | $1,995+121.1% | $2,984+47.8% | $2,790+58.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $877 | $7,129-87.7% | $12,856-93.2% | $8,951-90.2% |