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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 | $98,705 | $93,617+5.4% | $135,982-27.4% | $75,177+31.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.87% | 30.89%-15.0pp | 68.32%-52.5pp | 160.75%-144.9pp |
| Employer contribution / active EE | $2,613 | $3,538-26.2% | $4,859-46.2% | $2,671-2.2% |
| Participant deferral / active EE | $3,129 | $6,406-51.2% | $7,760-59.7% | $4,126-24.2% |
| Admin fee / account holder | $22,233 | $6,980+218.5% | $10,767+106.5% | $5,651+293.4% |