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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 | $118,759 | $275,752-56.9% | $256,809-53.8% | $198,609-40.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.30% | 34.81%-21.5pp | 32.73%-19.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,303 | $7,721-70.2% | $7,263-68.3% | $5,055-54.4% |
| Participant deferral / active EE | $10,396 | $10,037+3.6% | $9,520+9.2% | $6,977+49.0% |
| Admin fee / account holder | $1,070 | $25,716-95.8% | $25,146-95.7% | $19,030-94.4% |