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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 | $79,493 | $55,713+42.7% | $75,901+4.7% | $72,975+8.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.48% | 27.60%-9.1pp | 30.76%-12.3pp | 81.01%-62.5pp |
| Employer contribution / active EE | $2,698 | $1,687+59.9% | $2,501+7.9% | $2,440+10.6% |
| Participant deferral / active EE | $6,740 | $2,634+155.9% | $3,603+87.0% | $3,608+86.8% |
| Admin fee / account holder | $1,631 | $3,980-59.0% | $5,420-69.9% | $5,124-68.2% |