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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 | $67,245 | $72,273-7.0% | $101,275-33.6% | $79,856-15.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 29.41% | 22.30%+7.1pp | 46.48%-17.1pp | 31.71%-2.3pp |
| Employer contribution / active EE | $6,893 | $2,691+156.1% | $3,660+88.3% | $2,471+178.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,283 | $4,401-25.4% | $5,948-44.8% | $5,306-38.1% |