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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 | $94,270 | $69,590+35.5% | $136,867-31.1% | $94,015+0.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 15.67% | 19.62%-3.9pp | 42.97%-27.3pp | 17.84%-2.2pp |
| Employer contribution / active EE | $4,666 | $2,396+94.7% | $3,547+31.5% | $2,790+67.2% |
| Participant deferral / active EE | $10,278 | $3,437+199.1% | $4,924+108.7% | $4,249+141.9% |
| Admin fee / account holder | $302 | $8,912-96.6% | $10,340-97.1% | $8,951-96.6% |