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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 | $107,143 | $254,759-57.9% | $216,567-50.5% | $198,609-46.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.78% | 10.04%+1.7pp | 12.94%-1.2pp | 202.70%-190.9pp |
| Employer contribution / active EE | $5,333 | $6,096-12.5% | $5,216+2.3% | $5,055+5.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,300 | $26,311-79.9% | $21,981-75.9% | $19,030-72.2% |