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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 | $65,716 | $56,544+16.2% | $75,501-13.0% | $70,126-6.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 33.67% | 23.59%+10.1pp | 27.35%+6.3pp | 73.15%-39.5pp |
| Employer contribution / active EE | $4,054 | $1,817+123.2% | $2,352+72.4% | $2,343+73.1% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,850 | $3,827-25.5% | $5,801-50.9% | $4,645-38.7% |