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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 | $32,509 | $69,444-53.2% | $92,985-65.0% | $87,485-62.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 18.67% | 23.85%-5.2pp | 27.99%-9.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $4,310 | $1,917+124.8% | $2,662+61.9% | $2,596+66.0% |
| Participant deferral / active EE | $6,973 | $3,364+107.3% | $4,377+59.3% | $4,274+63.2% |
| Admin fee / account holder | $5,118 | $6,137-16.6% | $9,463-45.9% | $7,775-34.2% |