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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 | $88,795 | $135,956-34.7% | $123,894-28.3% | $273,972-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.82% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,868 | $5,170-44.5% | $4,617-37.9% | $4,869-41.1% |
| Participant deferral / active EE | $9,980 | $6,343+57.3% | $5,984+66.8% | $5,287+88.8% |
| Admin fee / account holder | $1,405 | $9,817-85.7% | $8,357-83.2% | $10,133-86.1% |