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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 | $114,133 | $71,878+58.8% | $86,698+31.6% | $68,486+66.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 16.79% | 3.53%+13.3pp | 35.95%-19.2pp | -7.85%+24.6pp |
| Employer contribution / active EE | $10,920 | $2,173+402.5% | $2,837+284.9% | $2,597+320.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,967 | $6,113+128.5% | $7,493+86.4% | $5,404+158.5% |