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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 | $58,627+97.0% | $76,735+50.5% | $82,448+40.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 15.88% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,412 | $1,729+155.1% | $2,454+79.8% | $2,551+72.9% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $877 | $5,323-83.5% | $7,189-87.8% | $7,234-87.9% |