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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 | $57,833 | $57,8280% | $117,039-50.6% | $70,126-17.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.96% | 17.55%-3.6pp | 18.95%-5.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $5,804 | $1,816+219.6% | $3,785+53.3% | $2,343+147.8% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,882 | $3,548-18.8% | $5,974-51.7% | $4,645-38.0% |