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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 | $57,388 | $65,361-12.2% | $92,903-38.2% | $72,983-21.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.14% | 42.11%-19.0pp | 109.43%-86.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $2,810 | $2,594+8.3% | $3,653-23.1% | $2,440+15.2% |
| Participant deferral / active EE | $5,526 | $3,128+76.6% | $4,238+30.4% | $3,608+53.2% |
| Admin fee / account holder | $1,583 | $4,251-62.8% | $5,795-72.7% | $5,124-69.1% |