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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 | $86,949+112.2% | $102,460+80.1% | $80,959+127.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 22.33% | 18.89%+3.4pp | 29.47%-7.1pp | 35.67%-13.3pp |
| Employer contribution / active EE | $9,619 | $2,370+305.9% | $3,025+218.0% | $2,757+248.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,458 | $8,048-69.5% | $9,460-74.0% | $6,925-64.5% |