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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 | $128,123 | $107,809+18.8% | $90,657+41.3% | $135,380-5.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 2.40% | -0.90%+3.3pp | 1.89%+0.5pp | 519.81%-517.4pp |
| Employer contribution / active EE | $7,256 | $3,018+140.4% | $2,532+186.6% | $4,779+51.8% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,303 | $5,931+326.6% | $4,994+406.6% | $10,828+133.7% |