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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 | $59,670 | $39,132+52.5% | $57,196+4.3% | $62,881-5.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.72% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,374 | $1,874+26.7% | $2,683-11.5% | $2,281+4.1% |
| Participant deferral / active EE | $3,541 | $2,374+49.1% | $3,096+14.4% | $3,203+10.5% |
| Admin fee / account holder | $8,161 | $2,594+214.6% | $3,141+159.9% | $4,296+90.0% |