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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 | $69,354 | $57,073+21.5% | $85,126-18.5% | $80,925-14.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.24% | 21.69%-8.5pp | 66.63%-53.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,411 | $1,801+200.5% | $2,731+98.1% | $2,756+96.3% |
| Participant deferral / active EE | $2,512 | $3,113-19.3% | $4,523-44.5% | $4,299-41.6% |
| Admin fee / account holder | $11,152 | $4,988+123.6% | $6,160+81.0% | $6,940+60.7% |