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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 | $125,981 | $110,240+14.3% | $96,544+30.5% | $139,487-9.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.81% | 26.41%-9.6pp | 25.88%-9.1pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,496 | $3,622-31.1% | $2,966-15.9% | $4,755-47.5% |
| Participant deferral / active EE | $4,120 | $5,549-25.7% | $4,851-15.1% | $6,713-38.6% |
| Admin fee / account holder | $5,014 | $11,602-56.8% | $8,254-39.3% | $11,407-56.0% |