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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 | $70,986 | $87,166-18.6% | $76,735-7.5% | $137,256-48.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.67% | 26.50%-3.8pp | 29.77%-7.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $6,964 | $2,904+139.8% | $2,454+183.7% | $4,156+67.6% |
| Participant deferral / active EE | $8,706 | $4,726+84.2% | $4,088+113.0% | $6,407+35.9% |
| Admin fee / account holder | $1,917 | $8,403-77.2% | $7,189-73.3% | $12,270-84.4% |