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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 | $169,571 | $136,860+23.9% | $120,344+40.9% | $154,746+9.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.05% | 21.38%-5.3pp | 20.30%-4.3pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,832 | $3,533-19.9% | $3,020-6.2% | $4,379-35.3% |
| Participant deferral / active EE | $10,326 | $5,793+78.2% | $5,135+101.1% | $6,730+53.4% |
| Admin fee / account holder | $456 | $15,393-97.0% | $12,742-96.4% | $14,365-96.8% |