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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 | $73,549 | $65,712+11.9% | $57,196+28.6% | $273,972-73.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.11% | 22.01%-13.9pp | 14.59%-6.5pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,524 | $3,280+7.4% | $2,683+31.4% | $4,869-27.6% |
| Participant deferral / active EE | $4,696 | $3,782+24.2% | $3,096+51.7% | $5,287-11.2% |
| Admin fee / account holder | $1,686 | $4,838-65.2% | $3,141-46.3% | $10,133-83.4% |