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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 | $101,370 | $181,896-44.3% | $156,551-35.2% | $273,972-63.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.18% | 30.74%-19.6pp | 32.23%-21.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $2,374 | $6,248-62.0% | $5,501-56.9% | $4,869-51.2% |
| Participant deferral / active EE | $9,379 | $5,550+69.0% | $4,871+92.5% | $5,287+77.4% |
| Admin fee / account holder | $22,312 | $15,560+43.4% | $13,028+71.3% | $10,133+120.2% |