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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 | $118,910 | $124,980-4.9% | $108,359+9.7% | $154,746-23.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.50% | 45.00%-33.5pp | 36.89%-25.4pp | 172.34%-160.8pp |
| Employer contribution / active EE | $6,980 | $2,851+144.9% | $2,399+190.9% | $4,379+59.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,833 | $11,502-49.3% | $9,741-40.1% | $14,365-59.4% |