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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 | $118,248 | $127,387-7.2% | $115,038+2.8% | $125,389-5.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 12.58% | 31.28%-18.7pp | 26.14%-13.6pp | 282.24%-269.7pp |
| Employer contribution / active EE | $2,107 | $5,166-59.2% | $4,608-54.3% | $4,866-56.7% |
| Participant deferral / active EE | $3,100 | $6,423-51.7% | $6,026-48.6% | $5,352-42.1% |
| Admin fee / account holder | $18,179 | $9,516+91.0% | $8,175+122.4% | $9,541+90.5% |