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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 | $120,299 | $72,269+66.5% | $101,271+18.8% | $79,852+50.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.14% | 22.29%-7.2pp | 46.48%-31.3pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,834 | $2,692-31.9% | $3,660-49.9% | $2,471-25.8% |
| Participant deferral / active EE | $6,067 | $3,282+84.9% | $4,371+38.8% | $3,740+62.2% |
| Admin fee / account holder | $550 | $4,401-87.5% | $5,948-90.8% | $5,306-89.6% |