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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 | $102,073 | $57,590+77.2% | $86,233+18.4% | $82,448+23.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 14.02% | 22.41%-8.4pp | 61.39%-47.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,518 | $1,655+112.5% | $2,504+40.5% | $2,551+37.9% |
| Participant deferral / active EE | $6,747 | $3,080+119.1% | $4,559+48.0% | $4,139+63.0% |
| Admin fee / account holder | $4,742 | $4,730+0.3% | $8,342-43.2% | $7,234-34.4% |