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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 | $66,038 | $81,233-18.7% | $155,567-57.5% | $80,874-18.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.90% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $5,457 | $3,101+76.0% | $4,674+16.7% | $2,756+98.0% |
| Participant deferral / active EE | $5,789 | $3,452+67.7% | $5,628+2.9% | $4,297+34.7% |
| Admin fee / account holder | $1,294 | $7,998-83.8% | $15,916-91.9% | $6,935-81.3% |