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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 | $114,816 | $135,956-15.5% | $123,894-7.3% | $273,972-58.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,989 | $5,170-42.2% | $4,617-35.3% | $4,869-38.6% |
| Participant deferral / active EE | $7,061 | $6,343+11.3% | $5,984+18.0% | $5,287+33.6% |
| Admin fee / account holder | $4,136 | $9,817-57.9% | $8,357-50.5% | $10,133-59.2% |