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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 | $103,639 | $81,358+27.4% | $155,556-33.4% | $80,959+28.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.26% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,260 | $3,106+4.9% | $4,675-30.3% | $2,757+18.2% |
| Participant deferral / active EE | $7,488 | $3,455+116.7% | $5,631+33.0% | $4,300+74.1% |
| Admin fee / account holder | $5,013 | $7,994-37.3% | $15,885-68.4% | $6,925-27.6% |