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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 | $80,719 | $100,194-19.4% | $122,979-34.4% | $86,983-7.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 18.63% | 16.47%+2.2pp | 20.12%-1.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $9,853 | $2,326+323.7% | $3,062+221.7% | $2,584+281.2% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,474 | $10,148-46.1% | $12,864-57.5% | $7,856-30.3% |