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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 | $138,026 | $104,251+32.4% | $91,004+51.7% | $147,586-6.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.93% | 27.06%-9.1pp | 4.60%+13.3pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,496 | $3,116-19.9% | $2,456+1.6% | $4,876-48.8% |
| Participant deferral / active EE | $10,097 | $4,195+140.7% | $3,548+184.6% | $5,439+85.6% |
| Admin fee / account holder | $1,775 | $8,948-80.2% | $5,417-67.2% | $10,886-83.7% |