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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 | $86,949-61.4% | $102,460-67.3% | $80,959-58.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 32.73% | 18.89%+13.8pp | 29.47%+3.3pp | 35.67%-2.9pp |
| Employer contribution / active EE | $4,061 | $2,370+71.4% | $3,025+34.2% | $2,757+47.3% |
| Participant deferral / active EE | $7,063 | $4,121+71.4% | $5,056+39.7% | $4,300+64.2% |
| Admin fee / account holder | $3,929 | $8,048-51.2% | $9,460-58.5% | $6,925-43.3% |