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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 | $97,320 | $60,349+61.3% | $74,184+31.2% | $62,881+54.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.23% | 21.38%-10.1pp | 17.74%-6.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $11,364 | $1,680+576.3% | $2,370+379.5% | $2,281+398.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,167 | $4,261-25.7% | $5,586-43.3% | $4,296-26.3% |