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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 | $123,535 | $228,352-45.9% | $185,835-33.5% | $158,966-22.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.95% | 40.81%-28.9pp | 35.96%-24.0pp | 302.95%-291.0pp |
| Employer contribution / active EE | $10,870 | $4,967+118.9% | $4,087+165.9% | $4,762+128.2% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,086 | $11,867-74.0% | $9,502-67.5% | $11,250-72.6% |