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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 | $53,273 | $106,524-50.0% | $152,301-65.0% | $87,485-39.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.96% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $5,084 | $3,371+50.8% | $4,624+9.9% | $2,596+95.8% |
| Participant deferral / active EE | $5,866 | $6,525-10.1% | $8,004-26.7% | $4,274+37.3% |
| Admin fee / account holder | $4,215 | $8,287-49.1% | $14,398-70.7% | $7,775-45.8% |