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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 | $129,076 | $80,983+59.4% | $96,544+33.7% | $75,177+71.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.84% | 27.05%-11.2pp | 25.88%-10.0pp | 160.75%-144.9pp |
| Employer contribution / active EE | $2,085 | $2,282-8.7% | $2,966-29.7% | $2,671-22.0% |
| Participant deferral / active EE | $4,109 | $3,929+4.6% | $4,851-15.3% | $4,126-0.4% |
| Admin fee / account holder | $561 | $6,717-91.6% | $8,254-93.2% | $5,651-90.1% |