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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 | $175,749 | $126,661+38.8% | $113,397+55.0% | $138,895+26.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.08% | 25.05%-15.0pp | 23.20%-13.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,000 | $3,456+44.7% | $2,977+67.9% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,708 | $14,549-33.3% | $11,957-18.8% | $12,562-22.7% |