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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 | $81,082 | $89,515-9.4% | $103,065-21.3% | $80,959+0.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 17.68% | 22.82%-5.1pp | 23.95%-6.3pp | 35.67%-18.0pp |
| Employer contribution / active EE | $8,002 | $4,015+99.3% | $4,675+71.2% | $2,757+190.2% |
| Participant deferral / active EE | $10,100 | $5,463+84.9% | $6,625+52.4% | $4,300+134.9% |
| Admin fee / account holder | $3,421 | $6,527-47.6% | $9,349-63.4% | $6,925-50.6% |