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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 | $91,593 | $72,486+26.4% | $87,103+5.2% | $72,976+25.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.38% | 24.46%-4.1pp | 28.19%-7.8pp | 81.02%-60.6pp |
| Employer contribution / active EE | $4,429 | $1,894+133.8% | $2,521+75.6% | $2,440+81.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $379 | $5,055-92.5% | $7,491-94.9% | $5,124-92.6% |