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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 | $106,982 | $56,894+88.0% | $84,753+26.2% | $62,881+70.1% |
| Participation rate | 87.5% | 68.5%+19.0pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 12.60% | 6.30%+6.3pp | 22.78%-10.2pp | 20.14%-7.5pp |
| Employer contribution / active EE | $7,500 | $2,400+212.5% | $3,574+109.8% | $2,281+228.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,121 | $3,581+15.1% | $5,333-22.7% | $4,296-4.1% |