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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 | $106,524-27.2% | $152,301-49.1% | $87,485-11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.12% | 26.89%-6.8pp | 80.50%-60.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $3,179 | $3,371-5.7% | $4,624-31.3% | $2,596+22.4% |
| Participant deferral / active EE | $6,285 | $6,525-3.7% | $8,004-21.5% | $4,274+47.1% |
| Admin fee / account holder | $2,952 | $8,287-64.4% | $14,398-79.5% | $7,775-62.0% |