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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 | $91,459 | $199,109-54.1% | $173,730-47.4% | $154,746-40.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.83% | 20.02%-2.2pp | 19.96%-2.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $8,672 | $5,311+63.3% | $4,577+89.4% | $4,379+98.0% |
| Participant deferral / active EE | $12,911 | $7,113+81.5% | $6,326+104.1% | $6,730+91.8% |
| Admin fee / account holder | $548 | $20,916-97.4% | $17,523-96.9% | $14,365-96.2% |