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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 | $77,520 | $106,749-27.4% | $145,433-46.7% | $82,448-6.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.12% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,179 | $3,444-7.7% | $4,554-30.2% | $2,551+24.6% |
| Participant deferral / active EE | $6,285 | $6,519-3.6% | $7,897-20.4% | $4,139+51.8% |
| Admin fee / account holder | $2,952 | $8,390-64.8% | $13,129-77.5% | $7,234-59.2% |