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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 | $57,073+167.7% | $85,126+79.5% | $80,925+88.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.70% | 21.69%-9.0pp | 66.63%-53.9pp | 35.65%-22.9pp |
| Employer contribution / active EE | $11,070 | $1,801+514.8% | $2,731+305.3% | $2,756+301.6% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,695 | $4,988+34.2% | $6,160+8.7% | $6,940-3.5% |