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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 | $57,950 | $84,953-31.8% | $163,379-64.5% | $82,637-29.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 18.36% | 23.07%-4.7pp | 63.41%-45.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $3,777 | $2,183+73.0% | $3,752+0.7% | $2,552+48.0% |
| Participant deferral / active EE | $10,432 | $4,326+141.1% | $6,282+66.1% | $4,126+152.8% |
| Admin fee / account holder | $6,796 | $7,921-14.2% | $9,818-30.8% | $7,339-7.4% |