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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 | $57,761 | $64,920-11.0% | $103,693-44.3% | $86,983-33.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 13.67% | 30.29%-16.6pp | 47.61%-33.9pp | 25.83%-12.2pp |
| Employer contribution / active EE | $3,621 | $2,141+69.1% | $2,920+24.0% | $2,584+40.1% |
| Participant deferral / active EE | $3,086 | $3,241-4.8% | $4,579-32.6% | $4,194-26.4% |
| Admin fee / account holder | $5,882 | $6,191-5.0% | $7,858-25.1% | $7,856-25.1% |