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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 | $109,103 | $111,233-1.9% | - | $145,978-25.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 21.67% | 21.25%+0.4pp | - | 550.52%-528.8pp |
| Employer contribution / active EE | $11,968 | $5,741+108.4% | - | $4,662+156.7% |
| Participant deferral / active EE | $10,882 | $5,626+93.4% | - | $6,690+62.7% |
| Admin fee / account holder | $880 | $6,147-85.7% | - | $13,400-93.4% |