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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 | $55,478 | $84,953-34.7% | $163,379-66.0% | $82,637-32.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 16.78% | 23.07%-6.3pp | 63.41%-46.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,893 | $2,183+78.4% | $3,752+3.7% | $2,552+52.5% |
| Participant deferral / active EE | $6,162 | $4,326+42.4% | $6,282-1.9% | $4,126+49.4% |
| Admin fee / account holder | $6,864 | $7,921-13.3% | $9,818-30.1% | $7,339-6.5% |