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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 | $125,930 | $86,940+44.8% | $102,434+22.9% | $80,935+55.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.50% | 18.89%-4.4pp | 29.46%-15.0pp | 35.66%-21.2pp |
| Employer contribution / active EE | $10,908 | $2,370+360.3% | $3,023+260.8% | $2,757+295.7% |
| Participant deferral / active EE | $8,142 | $4,121+97.6% | $5,055+61.1% | $4,299+89.4% |
| Admin fee / account holder | $11,205 | $8,047+39.2% | $9,462+18.4% | $6,924+61.8% |