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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 | $67,551 | $95,453-29.2% | $112,040-39.7% | $82,448-18.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.48% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,879 | $2,318+24.2% | $2,954-2.5% | $2,551+12.9% |
| Participant deferral / active EE | $5,854 | $4,224+38.6% | $5,098+14.8% | $4,139+41.4% |
| Admin fee / account holder | $1,271 | $9,013-85.9% | $12,098-89.5% | $7,234-82.4% |