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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 | $57,140+21.4% | $85,240-18.6% | $80,959-14.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.24% | 21.71%-8.5pp | 66.75%-53.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,411 | $1,802+200.3% | $2,735+97.8% | $2,757+96.2% |
| Participant deferral / active EE | $2,512 | $3,115-19.3% | $4,527-44.5% | $4,300-41.6% |
| Admin fee / account holder | $11,152 | $4,992+123.4% | $6,165+80.9% | $6,925+61.0% |