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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 | $115,492 | $54,162+113.2% | $68,612+68.3% | $64,173+80.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.35% | -1.62%+13.0pp | -4.63%+16.0pp | 7.63%+3.7pp |
| Employer contribution / active EE | $15,720 | $1,846+751.5% | $2,625+498.8% | $2,381+560.3% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,086 | $4,029+125.5% | $5,131+77.1% | $4,887+85.9% |