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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 | $184,512 | $86,922+112.3% | $102,438+80.1% | $80,874+128.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 22.33% | 18.90%+3.4pp | 29.37%-7.0pp | 35.62%-13.3pp |
| Employer contribution / active EE | $9,619 | $2,369+305.9% | $3,024+218.1% | $2,756+249.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,458 | $8,050-69.5% | $9,448-74.0% | $6,935-64.6% |