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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 | $76,226 | $54,541+39.8% | $78,778-3.2% | $70,126+8.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 16.76% | 21.07%-4.3pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,970 | $1,089+81.0% | $1,986-0.8% | $2,343-15.9% |
| Participant deferral / active EE | $5,480 | $2,210+148.0% | $2,958+85.2% | $3,332+64.5% |
| Admin fee / account holder | $398 | $3,709-89.3% | $5,134-92.3% | $4,645-91.4% |