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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 | $83,627 | $54,541+53.3% | $78,778+6.2% | $70,126+19.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 20.32% | 21.07%-0.7pp | 35.62%-15.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,395 | $1,089+120.0% | $1,986+20.6% | $2,343+2.2% |
| Participant deferral / active EE | $6,524 | $2,210+195.2% | $2,958+120.5% | $3,332+95.8% |
| Admin fee / account holder | $9,064 | $3,709+144.4% | $5,134+76.6% | $4,645+95.1% |