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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 | $119,102 | $69,444+71.5% | $92,985+28.1% | $87,485+36.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 20.62% | 23.85%-3.2pp | 27.99%-7.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $5,278 | $1,917+175.3% | $2,662+98.3% | $2,596+103.3% |
| Participant deferral / active EE | $10,612 | $3,364+215.5% | $4,377+142.5% | $4,274+148.3% |
| Admin fee / account holder | $6,326 | $6,137+3.1% | $9,463-33.2% | $7,775-18.6% |