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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 | $89,678 | $55,713+61.0% | $75,901+18.2% | $72,975+22.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 20.74% | 27.60%-6.9pp | 30.76%-10.0pp | 81.01%-60.3pp |
| Employer contribution / active EE | $11,193 | $1,687+563.5% | $2,501+347.6% | $2,440+358.7% |
| Participant deferral / active EE | $1,006 | $2,634-61.8% | $3,603-72.1% | $3,608-72.1% |
| Admin fee / account holder | $7,090 | $3,980+78.1% | $5,420+30.8% | $5,124+38.4% |