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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 | $106,749-50.1% | $145,433-63.4% | $82,448-35.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.96% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $5,084 | $3,444+47.6% | $4,554+11.6% | $2,551+99.3% |
| Participant deferral / active EE | $5,866 | $6,519-10.0% | $7,897-25.7% | $4,139+41.7% |
| Admin fee / account holder | $4,215 | $8,390-49.8% | $13,129-67.9% | $7,234-41.7% |