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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 | $64,039 | $46,877+36.6% | $122,342-47.7% | $70,131-8.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 18.96% | 24.22%-5.3pp | 30.28%-11.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $2,904 | $1,288+125.4% | $4,051-28.3% | $2,342+24.0% |
| Participant deferral / active EE | $4,299 | $2,167+98.3% | $3,287+30.8% | $3,332+29.0% |
| Admin fee / account holder | $1,973 | $3,324-40.6% | $5,478-64.0% | $4,645-57.5% |