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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 | $66,196 | $49,239+34.4% | $70,462-6.1% | $79,858-17.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.19% | 30.08%-17.9pp | 109.08%-96.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $3,345 | $2,100+59.3% | $2,737+22.2% | $2,471+35.4% |
| Participant deferral / active EE | $4,040 | $2,769+45.9% | $3,710+8.9% | $3,740+8.0% |
| Admin fee / account holder | $10,279 | $2,876+257.4% | $3,845+167.3% | $5,306+93.7% |