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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 | $97,825 | $103,966-5.9% | $112,923-13.4% | $75,177+30.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.11% | 24.54%-8.4pp | 34.13%-18.0pp | 160.75%-144.6pp |
| Employer contribution / active EE | $10,669 | $3,870+175.7% | $4,570+133.5% | $2,671+299.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,520-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,715 | $7,663-51.5% | $7,046-47.3% | $5,651-34.3% |