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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 | $80,969 | $83,073-2.5% | $88,457-8.5% | $87,485-7.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.6%+21.4pp | 68.9%+31.1pp |
| Annual return | 21.02% | 15.48%+5.5pp | 32.69%-11.7pp | 26.06%-5.0pp |
| Employer contribution / active EE | $6,265 | $4,044+54.9% | $4,681+33.8% | $2,596+141.3% |
| Participant deferral / active EE | $12,693 | $4,389+189.2% | $5,667+124.0% | $4,274+197.0% |
| Admin fee / account holder | $5,012 | $7,192-30.3% | $9,606-47.8% | $7,775-35.5% |