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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 | $104,684 | $153,769-31.9% | $133,975-21.9% | $273,972-61.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.99% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $6,659 | $6,029+10.5% | $5,211+27.8% | $4,869+36.8% |
| Participant deferral / active EE | $2,667 | $6,958-61.7% | $6,282-57.5% | $5,287-49.6% |
| Admin fee / account holder | $2,129 | $11,765-81.9% | $9,324-77.2% | $10,133-79.0% |