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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 | $152,812 | $57,057+167.8% | $85,009+79.8% | $80,874+89.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.70% | 21.66%-9.0pp | 66.47%-53.8pp | 35.62%-22.9pp |
| Employer contribution / active EE | $11,070 | $1,799+515.4% | $2,728+305.7% | $2,756+301.7% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,695 | $4,986+34.3% | $6,153+8.8% | $6,935-3.5% |