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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 | $89,698+53.1% | $103,464+32.7% | $80,874+69.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 19.79% | 22.78%-3.0pp | 23.91%-4.1pp | 35.62%-15.8pp |
| Employer contribution / active EE | $11,121 | $4,018+176.8% | $4,677+137.8% | $2,756+303.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,624-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,132 | $6,768-38.9% | $9,410-56.1% | $6,935-40.4% |