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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 | $63,961 | $181,896-64.8% | $156,551-59.1% | $273,972-76.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.35% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $12,463 | $6,248+99.5% | $5,501+126.5% | $4,869+156.0% |
| Participant deferral / active EE | $4,607 | $5,550-17.0% | $4,871-5.4% | $5,287-12.9% |
| Admin fee / account holder | $1,660 | $15,560-89.3% | $13,028-87.3% | $10,133-83.6% |