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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 | $51,690 | $95,453-45.8% | $112,040-53.9% | $82,448-37.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 53.82% | 23.92%+29.9pp | 24.52%+29.3pp | 41.64%+12.2pp |
| Employer contribution / active EE | $2,963 | $2,318+27.8% | $2,954+0.3% | $2,551+16.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,186 | $9,013-86.8% | $12,098-90.2% | $7,234-83.6% |