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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 | $108,414 | $56,894+90.6% | $84,751+27.9% | $62,891+72.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,015 | $2,400-16.0% | $3,574-43.6% | $2,281-11.7% |
| Participant deferral / active EE | $5,933 | $2,709+119.0% | $3,712+59.8% | $3,203+85.2% |
| Admin fee / account holder | $1,250 | $3,581-65.1% | $5,333-76.6% | $4,296-70.9% |