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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 | $164,230 | $88,583+85.4% | $88,497+85.6% | $273,972-40.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.99% | 5.68%-0.7pp | 7.63%-2.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $12,590 | $4,502+179.6% | $4,036+211.9% | $4,869+158.6% |
| Participant deferral / active EE | $6,609 | $4,891+35.1% | $4,899+34.9% | $5,287+25.0% |
| Admin fee / account holder | $11,347 | $8,980+26.4% | $6,220+82.4% | $10,133+12.0% |