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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 | $99,182 | $106,974-7.3% | $90,796+9.2% | $138,895-28.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 16.81% | 20.10%-3.3pp | 19.29%-2.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,047 | $2,609+16.8% | $2,294+32.8% | $4,194-27.4% |
| Participant deferral / active EE | $5,501 | $4,455+23.5% | $3,822+44.0% | $6,396-14.0% |
| Admin fee / account holder | $443 | $8,626-94.9% | $7,024-93.7% | $12,562-96.5% |