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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 | $195,600 | $97,550+100.5% | $120,344+62.5% | $87,485+123.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.11% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,830 | $2,291+23.5% | $3,020-6.3% | $2,596+9.0% |
| Participant deferral / active EE | $5,123 | $4,230+21.1% | $5,135-0.2% | $4,274+19.9% |
| Admin fee / account holder | $3,550 | $9,543-62.8% | $12,742-72.1% | $7,775-54.3% |