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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 | $108,607 | $101,795+6.7% | $165,100-34.2% | $80,959+34.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 22.68% | 16.73%+6.0pp | 70.21%-47.5pp | 35.67%-13.0pp |
| Employer contribution / active EE | $7,143 | $2,954+141.8% | $4,348+64.3% | $2,757+159.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $24,012 | $8,221+192.1% | $12,696+89.1% | $6,925+246.7% |