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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 | $109,087 | $54,162+101.4% | $68,612+59.0% | $64,173+70.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.19% | -1.62%+13.8pp | -4.63%+16.8pp | 7.63%+4.6pp |
| Employer contribution / active EE | $4,832 | $1,846+161.8% | $2,625+84.1% | $2,381+103.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,183 | $4,029-70.6% | $5,131-76.9% | $4,887-75.8% |