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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 | $80,282 | $67,602+18.8% | $82,312-2.5% | $70,126+14.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.78% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $3,030 | $1,755+72.7% | $2,428+24.8% | $2,343+29.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,050 | $4,512+34.1% | $5,608+7.9% | $4,645+30.2% |