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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 | $83,096 | $60,349+37.7% | $74,184+12.0% | $62,881+32.1% |
| Participation rate | 94.2% | 72.7%+21.5pp | 76.6%+17.6pp | 69.3%+24.9pp |
| Annual return | 10.91% | 21.38%-10.5pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $4,615 | $1,680+174.7% | $2,370+94.7% | $2,281+102.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $22,304 | $4,261+423.5% | $5,586+299.3% | $4,296+419.2% |