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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 | $233,585 | $88,707+163.3% | $74,184+214.9% | $273,972-14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.44% | 11.94%-6.5pp | 17.74%-12.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $6,800 | $3,159+115.2% | $2,370+186.9% | $4,869+39.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,396 | $8,717-15.2% | $5,586+32.4% | $10,133-27.0% |