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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 | $66,137 | $104,694-36.8% | $85,709-22.8% | $167,536-60.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.74% | 21.45%-4.7pp | 21.49%-4.8pp | 478.82%-462.1pp |
| Employer contribution / active EE | $5,324 | $3,337+59.5% | $2,619+103.3% | $4,839+10.0% |
| Participant deferral / active EE | $6,884 | $4,826+42.7% | $3,924+75.5% | $6,342+8.5% |
| Admin fee / account holder | $3,478 | $10,035-65.3% | $6,876-49.4% | $12,315-71.8% |