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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 | $120,879 | $71,873+68.2% | $86,698+39.4% | $68,490+76.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 19.96% | 3.54%+16.4pp | 35.96%-16.0pp | -7.85%+27.8pp |
| Employer contribution / active EE | $10,833 | $2,173+398.4% | $2,837+281.9% | $2,597+317.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,231 | $6,110+51.1% | $7,492+23.2% | $5,403+70.9% |