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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 | $69,444+66.3% | $92,985+24.2% | $87,485+32.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 15.88% | 23.85%-8.0pp | 27.99%-12.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $4,412 | $1,917+130.1% | $2,662+65.7% | $2,596+69.9% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $877 | $6,137-85.7% | $9,463-90.7% | $7,775-88.7% |