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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 | $96,577 | $65,703+47.0% | $94,228+2.5% | $59,633+62.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 13.37% | 5.22%+8.2pp | 10.68%+2.7pp | 2041.40%-2028.0pp |
| Employer contribution / active EE | $13,846 | $2,021+585.3% | $3,587+286.0% | $2,203+528.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,626 | $4,264+31.9% | $6,269-10.3% | $4,297+30.9% |