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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 | $48,230 | $39,132+23.3% | $57,196-15.7% | $62,881-23.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.30% | 9.24%+0.1pp | 14.59%-5.3pp | 20.14%-10.8pp |
| Employer contribution / active EE | $5,970 | $1,874+218.6% | $2,683+122.5% | $2,281+161.7% |
| Participant deferral / active EE | $3,132 | $2,374+31.9% | $3,096+1.1% | $3,203-2.2% |
| Admin fee / account holder | $3,138 | $2,594+21.0% | $3,141-0.1% | $4,296-27.0% |