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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 | $66,223 | $181,896-63.6% | $156,551-57.7% | $273,972-75.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.84% | 30.74%-11.9pp | 32.23%-13.4pp | 41.46%-22.6pp |
| Employer contribution / active EE | $5,507 | $6,248-11.9% | $5,501+0.1% | $4,869+13.1% |
| Participant deferral / active EE | $3,676 | $5,550-33.8% | $4,871-24.5% | $5,287-30.5% |
| Admin fee / account holder | $5,212 | $15,560-66.5% | $13,028-60.0% | $10,133-48.6% |