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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 | $221,123 | $92,219+139.8% | $76,767+188.0% | $135,380+63.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | 8.61% | 5.46%+3.2pp | 2.43%+6.2pp | 519.81%-511.2pp |
| Employer contribution / active EE | $2,500 | $3,216-22.3% | $2,485+0.6% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,565 | $10,749-76.1% | $6,675-61.6% | $10,828-76.3% |