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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 | $72,471-55.1% | $94,215-65.5% | $86,983-62.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 18.67% | 26.44%-7.8pp | 28.22%-9.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $4,310 | $1,936+122.6% | $2,675+61.1% | $2,584+66.7% |
| Participant deferral / active EE | $6,973 | $3,397+105.3% | $4,276+63.1% | $4,194+66.3% |
| Admin fee / account holder | $5,118 | $6,468-20.9% | $10,216-49.9% | $7,856-34.9% |