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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 | $65,804 | $74,535-11.7% | $100,712-34.7% | $82,637-20.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.39% | 18.92%-1.5pp | 33.27%-15.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $4,342 | $1,503+188.9% | $2,313+87.7% | $2,552+70.1% |
| Participant deferral / active EE | $7,238 | $3,074+135.5% | $4,085+77.2% | $4,126+75.4% |
| Admin fee / account holder | $2,609 | $6,576-60.3% | $9,256-71.8% | $7,339-64.5% |