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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 | $94,075 | $43,333+117.1% | $59,883+57.1% | $64,181+46.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 7.51% | -1.55%+9.1pp | 3.46%+4.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $3,054 | $2,029+50.5% | $2,722+12.2% | $2,381+28.3% |
| Participant deferral / active EE | $5,659 | $2,547+122.2% | $3,402+66.3% | $3,470+63.1% |
| Admin fee / account holder | $3,088 | $3,006+2.7% | $3,591-14.0% | $4,887-36.8% |