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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 | $33,550 | $86,938-61.4% | $102,423-67.2% | $80,925-58.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 32.73% | 18.89%+13.8pp | 29.42%+3.3pp | 35.65%-2.9pp |
| Employer contribution / active EE | $4,061 | $2,369+71.4% | $3,023+34.3% | $2,756+47.3% |
| Participant deferral / active EE | $7,063 | $4,120+71.4% | $5,054+39.7% | $4,299+64.3% |
| Admin fee / account holder | $3,929 | $8,053-51.2% | $9,455-58.4% | $6,940-43.4% |