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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 | $101,820 | $177,595-42.7% | $148,496-31.4% | $198,609-48.7% |
| Participation rate | 95.8% | 79.3%+16.6pp | 76.0%+19.8pp | 82.4%+13.5pp |
| Annual return | 12.71% | 9.97%+2.7pp | 12.33%+0.4pp | 202.70%-190.0pp |
| Employer contribution / active EE | $11,250 | $4,098+174.5% | $3,497+221.7% | $5,055+122.5% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $27,108 | $27,010+0.4% | $19,547+38.7% | $19,030+42.4% |