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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 | $105,570 | $86,940+21.4% | $102,434+3.1% | $80,935+30.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.57% | 18.89%-6.3pp | 29.46%-16.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $6,061 | $2,370+155.8% | $3,023+100.5% | $2,757+119.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,884 | $8,047-51.7% | $9,462-58.9% | $6,924-43.9% |