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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 | $45,635 | $57,828-21.1% | $117,039-61.0% | $70,126-34.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.50% | 17.55%-2.0pp | 18.95%-3.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $6,122 | $1,816+237.2% | $3,785+61.8% | $2,343+161.4% |
| Participant deferral / active EE | $1,246 | $2,438-48.9% | $3,929-68.3% | $3,332-62.6% |
| Admin fee / account holder | $5,287 | $3,548+49.0% | $5,974-11.5% | $4,645+13.8% |