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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 | $66,235 | $83,485-20.7% | $125,192-47.1% | $72,975-9.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.20% | 25.77%-5.6pp | 43.79%-23.6pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,424 | $2,346+3.3% | $3,866-37.3% | $2,440-0.7% |
| Participant deferral / active EE | $5,048 | $3,586+40.8% | $4,937+2.2% | $3,608+39.9% |
| Admin fee / account holder | $1,803 | $5,518-67.3% | $9,704-81.4% | $5,124-64.8% |