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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 | $142,507 | $105,623+34.9% | $87,502+62.9% | $273,972-48.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.13% | 12.26%-7.1pp | 12.21%-7.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $6,394 | $3,141+103.6% | $2,550+150.8% | $4,869+31.3% |
| Participant deferral / active EE | $1,681 | $3,601-53.3% | $3,149-46.6% | $5,287-68.2% |
| Admin fee / account holder | $1,935 | $4,781-59.5% | $4,221-54.2% | $10,133-80.9% |