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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 | $126,974 | $99,345+27.8% | $84,753+49.8% | $273,972-53.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.56% | 22.93%-18.4pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,133 | $4,214-49.4% | $3,574-40.3% | $4,869-56.2% |
| Participant deferral / active EE | $4,144 | $4,270-3.0% | $3,712+11.6% | $5,287-21.6% |
| Admin fee / account holder | $25,000 | $6,645+276.2% | $5,333+368.8% | $10,133+146.7% |