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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 | $80,852 | $54,763+47.6% | $90,324-10.5% | $72,976+10.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.53% | 30.63%-11.1pp | 78.15%-58.6pp | 81.02%-61.5pp |
| Employer contribution / active EE | $3,879 | $2,093+85.3% | $2,856+35.8% | $2,440+59.0% |
| Participant deferral / active EE | $2,788 | $2,887-3.4% | $3,885-28.2% | $3,608-22.7% |
| Admin fee / account holder | $3,881 | $3,973-2.3% | $5,356-27.5% | $5,124-24.3% |