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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 | $64,091 | $106,974-40.1% | $90,796-29.4% | $138,895-53.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 18.85% | 20.10%-1.2pp | 19.29%-0.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,035 | $2,609+16.3% | $2,294+32.3% | $4,194-27.6% |
| Participant deferral / active EE | $10,069 | $4,455+126.0% | $3,822+163.5% | $6,396+57.4% |
| Admin fee / account holder | $4,660 | $8,626-46.0% | $7,024-33.7% | $12,562-62.9% |