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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 | $78,103 | $54,763+42.6% | $90,324-13.5% | $72,976+7.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.99% | 30.63%-7.6pp | 78.15%-55.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,391 | $2,887+52.1% | $3,885+13.0% | $3,608+21.7% |
| Admin fee / account holder | $6,239 | $3,973+57.0% | $5,356+16.5% | $5,124+21.7% |