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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 | $96,150 | $56,544+70.0% | $75,501+27.3% | $70,126+37.1% |
| Participation rate | 93.2% | 68.1%+25.1pp | 72.4%+20.8pp | 69.5%+23.6pp |
| Annual return | 13.93% | 23.59%-9.7pp | 27.35%-13.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $14,834 | $1,817+716.6% | $2,352+530.7% | $2,343+533.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,323 | $3,827+222.0% | $5,801+112.4% | $4,645+165.3% |