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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 | $130,214 | $69,518+87.3% | $59,883+117.4% | $135,382-3.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.21% | 7.95%+1.3pp | 3.46%+5.8pp | 519.77%-510.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,357 | $4,204-67.7% | $3,402-60.1% | $5,609-75.8% |
| Admin fee / account holder | $7,108 | $5,734+24.0% | $3,591+98.0% | $10,829-34.4% |