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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 | $62,624 | $64,920-3.5% | $103,693-39.6% | $86,983-28.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 15.01% | 30.29%-15.3pp | 47.61%-32.6pp | 25.83%-10.8pp |
| Employer contribution / active EE | $2,750 | $2,141+28.4% | $2,920-5.8% | $2,584+6.4% |
| Participant deferral / active EE | $6,247 | $3,241+92.7% | $4,579+36.4% | $4,194+49.0% |
| Admin fee / account holder | $3,388 | $6,191-45.3% | $7,858-56.9% | $7,856-56.9% |