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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 | $70,312 | $124,425-43.5% | $112,040-37.2% | $137,256-48.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.72% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,281 | $3,411+54.8% | $2,954+78.8% | $4,156+27.1% |
| Participant deferral / active EE | $17,264 | $5,718+201.9% | $5,098+238.7% | $6,407+169.5% |
| Admin fee / account holder | $12,462 | $15,207-18.1% | $12,098+3.0% | $12,270+1.6% |