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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 | $67,821 | $69,273-2.1% | $90,796-25.3% | $82,637-17.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 17.07% | 18.37%-1.3pp | 19.29%-2.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,164 | $1,865+16.0% | $2,294-5.6% | $2,552-15.2% |
| Participant deferral / active EE | $5,720 | $3,047+87.7% | $3,822+49.7% | $4,126+38.6% |
| Admin fee / account holder | $815 | $5,511-85.2% | $7,024-88.4% | $7,339-88.9% |