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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 | $67,226 | $86,050-21.9% | $189,758-64.6% | $94,015-28.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 20.48% | 17.77%+2.7pp | 52.62%-32.1pp | 17.84%+2.6pp |
| Employer contribution / active EE | $5,966 | $2,819+111.6% | $4,767+25.2% | $2,790+113.8% |
| Participant deferral / active EE | $3,278 | $3,349-2.1% | $5,856-44.0% | $4,249-22.9% |
| Admin fee / account holder | $3,252 | $6,627-50.9% | $20,388-84.0% | $8,951-63.7% |