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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 | $72,471+64.3% | $94,215+26.4% | $86,983+36.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 20.62% | 26.44%-5.8pp | 28.22%-7.6pp | 25.83%-5.2pp |
| Employer contribution / active EE | $5,278 | $1,936+172.6% | $2,675+97.3% | $2,584+104.2% |
| Participant deferral / active EE | $10,612 | $3,397+212.4% | $4,276+148.2% | $4,194+153.0% |
| Admin fee / account holder | $6,326 | $6,468-2.2% | $10,216-38.1% | $7,856-19.5% |