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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 | $188,967 | $81,504+131.9% | $102,437+84.5% | $80,959+133.4% |
| Participation rate | 98.6% | 66.9%+31.8pp | 74.5%+24.1pp | 67.7%+30.9pp |
| Annual return | 10.87% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $11,532 | $3,104+271.6% | $3,871+197.9% | $2,757+318.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,273 | $6,719-51.3% | $8,388-61.0% | $6,925-52.7% |