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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 | $67,173 | $39,132+71.7% | $57,196+17.4% | $62,881+6.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.49% | 9.24%-4.8pp | 14.59%-10.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $4,155 | $1,874+121.8% | $2,683+54.9% | $2,281+82.2% |
| Participant deferral / active EE | $5,302 | $2,374+123.3% | $3,096+71.2% | $3,203+65.5% |
| Admin fee / account holder | $1,068 | $2,594-58.8% | $3,141-66.0% | $4,296-75.1% |