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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 | $74,717 | $48,078+55.4% | $78,676-5.0% | $62,881+18.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.06% | 31.36%-21.3pp | 62.19%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,681 | $2,015+132.4% | $2,850+64.2% | $2,281+105.2% |
| Participant deferral / active EE | $3,196 | $2,587+23.5% | $3,517-9.1% | $3,203-0.2% |
| Admin fee / account holder | $1,327 | $3,206-58.6% | $4,510-70.6% | $4,296-69.1% |