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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 | $52,328 | $78,027-32.9% | $178,528-70.7% | $80,925-35.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 22.10% | 18.09%+4.0pp | 27.11%-5.0pp | 35.65%-13.5pp |
| Employer contribution / active EE | $3,695 | $2,281+62.0% | $3,950-6.5% | $2,756+34.1% |
| Participant deferral / active EE | $9,204 | $4,408+108.8% | $6,278+46.6% | $4,299+114.1% |
| Admin fee / account holder | $2,148 | $7,168-70.0% | $10,419-79.4% | $6,940-69.0% |