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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 | $46,104 | $97,550-52.7% | $120,344-61.7% | $87,485-47.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 21.52% | 18.41%+3.1pp | 20.30%+1.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $3,993 | $2,291+74.3% | $3,020+32.2% | $2,596+53.8% |
| Participant deferral / active EE | $14,303 | $4,230+238.1% | $5,135+178.5% | $4,274+234.7% |
| Admin fee / account holder | $4,999 | $9,543-47.6% | $12,742-60.8% | $7,775-35.7% |