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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 | $57,061+21.5% | $85,063-18.5% | $80,911-14.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.24% | 21.66%-8.4pp | 66.54%-53.3pp | 35.63%-22.4pp |
| Employer contribution / active EE | $5,411 | $1,799+200.8% | $2,727+98.4% | $2,756+96.3% |
| Participant deferral / active EE | $2,512 | $3,110-19.2% | $4,523-44.4% | $4,297-41.5% |
| Admin fee / account holder | $11,152 | $4,986+123.6% | $6,155+81.2% | $6,935+60.8% |