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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 | $74,310 | $45,041+65.0% | $63,003+17.9% | $70,131+6.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 22.59% | 18.76%+3.8pp | 87.59%-65.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $5,504 | $2,052+168.2% | $2,760+99.4% | $2,342+135.0% |
| Participant deferral / active EE | $6,414 | $2,465+160.2% | $3,329+92.7% | $3,332+92.5% |
| Admin fee / account holder | $6,399 | $2,836+125.7% | $3,600+77.7% | $4,645+37.8% |