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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 | $125,736 | $96,956+29.7% | $69,779+80.2% | $273,972-54.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.98% | 12.93%-5.0pp | 12.99%-5.0pp | 41.46%-33.5pp |
| Employer contribution / active EE | $10,000 | $3,316+201.6% | $2,338+327.6% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,135 | $7,934-35.3% | $4,381+17.2% | $10,133-49.3% |