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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 | $77,989 | $54,757+42.4% | $90,300-13.6% | $72,983+6.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.47% | 30.63%-10.2pp | 78.11%-57.6pp | 81.01%-60.5pp |
| Employer contribution / active EE | $5,062 | $2,092+141.9% | $2,854+77.3% | $2,440+107.4% |
| Participant deferral / active EE | $2,487 | $2,887-13.8% | $3,884-36.0% | $3,608-31.1% |
| Admin fee / account holder | $630 | $3,972-84.1% | $5,353-88.2% | $5,124-87.7% |