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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 | $192,858 | $199,109-3.1% | $173,730+11.0% | $154,746+24.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.45% | 20.02%-10.6pp | 19.96%-10.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $3,346 | $5,311-37.0% | $4,577-26.9% | $4,379-23.6% |
| Participant deferral / active EE | $5,896 | $7,113-17.1% | $6,326-6.8% | $6,730-12.4% |
| Admin fee / account holder | $14,851 | $20,916-29.0% | $17,523-15.3% | $14,365+3.4% |