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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 | $61,388 | $106,524-42.4% | $152,301-59.7% | $87,485-29.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.84% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $4,874 | $3,371+44.6% | $4,624+5.4% | $2,596+87.7% |
| Participant deferral / active EE | $9,225 | $6,525+41.4% | $8,004+15.3% | $4,274+115.9% |
| Admin fee / account holder | $367 | $8,287-95.6% | $14,398-97.4% | $7,775-95.3% |