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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 | $136,707 | $118,496+15.4% | $98,461+38.8% | $139,466-2.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.30% | 18.96%-3.7pp | 21.17%-5.9pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,930 | $3,611-46.5% | $3,049-36.7% | $4,754-59.4% |
| Participant deferral / active EE | $4,558 | $5,393-15.5% | $4,738-3.8% | $6,712-32.1% |
| Admin fee / account holder | $2,844 | $14,056-79.8% | $8,961-68.3% | $11,409-75.1% |