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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 | $73,787-10.8% | $98,716-33.3% | $82,448-20.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.39% | 18.57%-1.2pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,342 | $1,511+187.3% | $2,279+90.5% | $2,551+70.2% |
| Participant deferral / active EE | $7,238 | $3,081+134.9% | $4,048+78.8% | $4,139+74.9% |
| Admin fee / account holder | $2,609 | $6,500-59.9% | $8,703-70.0% | $7,234-63.9% |