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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 | $113,717 | $275,752-58.8% | $256,809-55.7% | $198,609-42.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 6.97% | 34.81%-27.8pp | 32.73%-25.8pp | 202.70%-195.7pp |
| Employer contribution / active EE | $2,000 | $7,721-74.1% | $7,263-72.5% | $5,055-60.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,707 | $25,716-93.4% | $25,146-93.2% | $19,030-91.0% |