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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 | $76,407-12.0% | $150,298-55.3% | $82,448-18.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.48% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $5,966 | $2,614+128.2% | $4,154+43.6% | $2,551+133.9% |
| Participant deferral / active EE | $3,278 | $3,214+2.0% | $5,453-39.9% | $4,139-20.8% |
| Admin fee / account holder | $3,252 | $6,352-48.8% | $14,116-77.0% | $7,234-55.0% |