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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 | $94,342 | $77,816+21.2% | $123,549-23.6% | $64,181+47.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 26.35% | 12.49%+13.9pp | 119.20%-92.9pp | 7.63%+18.7pp |
| Employer contribution / active EE | $5,000 | $3,014+65.9% | $4,628+8.0% | $2,381+110.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,783 | $5,519-67.7% | $9,284-80.8% | $4,887-63.5% |