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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 | $81,276-26.1% | $155,574-61.4% | $80,925-25.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.43% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $3,415 | $3,103+10.1% | $4,676-27.0% | $2,756+23.9% |
| Participant deferral / active EE | $4,866 | $3,453+40.9% | $5,629-13.6% | $4,299+13.2% |
| Admin fee / account holder | $8,534 | $7,993+6.8% | $15,914-46.4% | $6,940+23.0% |