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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 | $137,307 | $89,532+53.4% | $103,447+32.7% | $80,925+69.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 19.79% | 22.80%-3.0pp | 23.92%-4.1pp | 35.65%-15.9pp |
| Employer contribution / active EE | $11,121 | $4,023+176.4% | $4,678+137.7% | $2,756+303.5% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,624-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,132 | $6,774-39.0% | $9,415-56.1% | $6,940-40.5% |