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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 | $163,690 | $184,014-11.0% | $161,149+1.6% | $138,895+17.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.95% | 21.52%-9.6pp | 21.16%-9.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,500 | $5,055-50.5% | $4,360-42.7% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,072 | $18,027-83.0% | $15,194-79.8% | $12,562-75.5% |