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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 | $59,548 | $77,472-23.1% | $100,415-40.7% | $80,959-26.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 17.15% | 37.26%-20.1pp | 49.47%-32.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $5,853 | $2,800+109.0% | $3,943+48.5% | $2,757+112.3% |
| Participant deferral / active EE | $16,722 | $6,818+145.3% | $8,091+106.7% | $4,300+288.9% |
| Admin fee / account holder | $7,323 | $5,885+24.4% | $7,906-7.4% | $6,925+5.7% |