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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 | $79,575 | $65,685+21.1% | $57,181+39.2% | $273,968-71.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.27% | 21.99%-13.7pp | 14.59%-6.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,426 | $3,279+96.0% | $2,682+139.6% | $4,869+32.0% |
| Participant deferral / active EE | $8,263 | $3,781+118.6% | $3,096+166.9% | $5,287+56.3% |
| Admin fee / account holder | $520 | $4,835-89.2% | $3,139-83.4% | $10,132-94.9% |