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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 | $63,259 | $73,787-14.3% | $98,716-35.9% | $82,448-23.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.91% | 18.57%-3.7pp | 31.81%-16.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,823 | $1,511+153.0% | $2,279+67.8% | $2,551+49.9% |
| Participant deferral / active EE | $3,455 | $3,081+12.1% | $4,048-14.6% | $4,139-16.5% |
| Admin fee / account holder | $6,253 | $6,500-3.8% | $8,703-28.2% | $7,234-13.6% |