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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 | $62,858 | $106,749-41.1% | $145,433-56.8% | $82,448-23.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.45% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $7,363 | $3,444+113.8% | $4,554+61.7% | $2,551+188.6% |
| Participant deferral / active EE | $5,345 | $6,519-18.0% | $7,897-32.3% | $4,139+29.1% |
| Admin fee / account holder | $4,485 | $8,390-46.5% | $13,129-65.8% | $7,234-38.0% |