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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 | $62,257 | $56,054+11.1% | $171,082-63.6% | $62,881-1.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 7.91% | 22.52%-14.6pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,389 | $1,731+95.8% | $4,002-15.3% | $2,281+48.6% |
| Participant deferral / active EE | $3,505 | $3,158+11.0% | $4,797-26.9% | $3,203+9.4% |
| Admin fee / account holder | $523 | $3,647-85.7% | $8,520-93.9% | $4,296-87.8% |