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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 | $60,082 | $81,358-26.2% | $155,556-61.4% | $80,959-25.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.43% | 33.39%-22.0pp | 64.84%-53.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $3,415 | $3,106+9.9% | $4,675-27.0% | $2,757+23.9% |
| Participant deferral / active EE | $4,866 | $3,455+40.8% | $5,631-13.6% | $4,300+13.1% |
| Admin fee / account holder | $8,534 | $7,994+6.8% | $15,885-46.3% | $6,925+23.2% |