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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 | $97,990 | $100,970-3.0% | $96,576+1.5% | $137,256-28.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.78% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,599 | $3,809-5.5% | $3,553+1.3% | $4,156-13.4% |
| Participant deferral / active EE | $4,365 | $8,286-47.3% | $7,956-45.1% | $6,407-31.9% |
| Admin fee / account holder | $586 | $11,312-94.8% | $11,381-94.9% | $12,270-95.2% |