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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 | $78,464 | $65,696+19.4% | $56,429+39.0% | $147,586-46.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 19.39% | 13.32%+6.1pp | 19.04%+0.4pp | 578.59%-559.2pp |
| Employer contribution / active EE | $3,249 | $4,121-21.2% | $3,405-4.6% | $4,876-33.4% |
| Participant deferral / active EE | $5,598 | $4,876+14.8% | $3,951+41.7% | $5,439+2.9% |
| Admin fee / account holder | $10,858 | $5,947+82.6% | $4,466+143.1% | $10,886-0.3% |