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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 | $89,387 | $69,541+28.5% | $59,899+49.2% | $135,380-34.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.26% | 7.95%+3.3pp | 3.46%+7.8pp | 519.81%-508.5pp |
| Employer contribution / active EE | $3,073 | $3,236-5.0% | $2,723+12.9% | $4,779-35.7% |
| Participant deferral / active EE | $6,003 | $4,206+42.7% | $3,402+76.4% | $5,609+7.0% |
| Admin fee / account holder | $336 | $5,737-94.1% | $3,592-90.6% | $10,828-96.9% |