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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 | $75,208 | $65,712+14.5% | $57,196+31.5% | $273,972-72.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 13.29% | 22.01%-8.7pp | 14.59%-1.3pp | 41.46%-28.2pp |
| Employer contribution / active EE | $3,939 | $3,280+20.1% | $2,683+46.8% | $4,869-19.1% |
| Participant deferral / active EE | $6,563 | $3,782+73.6% | $3,096+112.0% | $5,287+24.1% |
| Admin fee / account holder | $656 | $4,838-86.4% | $3,141-79.1% | $10,133-93.5% |