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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 | $117,891 | $39,132+201.3% | $57,196+106.1% | $62,881+87.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.85% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,807 | $1,874+103.1% | $2,683+41.9% | $2,281+66.9% |
| Participant deferral / active EE | $3,585 | $2,374+51.0% | $3,096+15.8% | $3,203+11.9% |
| Admin fee / account holder | $2,884 | $2,594+11.2% | $3,141-8.2% | $4,296-32.9% |