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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 | $63,065 | $45,041+40.0% | $63,003+0.1% | $70,131-10.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.62% | 18.76%-2.1pp | 87.59%-71.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,140 | $2,052+4.3% | $2,760-22.5% | $2,342-8.6% |
| Participant deferral / active EE | $3,303 | $2,465+34.0% | $3,329-0.8% | $3,332-0.9% |
| Admin fee / account holder | $3,716 | $2,836+31.0% | $3,600+3.2% | $4,645-20.0% |