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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 | $122,166 | $106,749+14.4% | $145,433-16.0% | $82,448+48.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.34% | 27.59%-12.3pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,438 | $3,444-29.2% | $4,554-46.5% | $2,551-4.4% |
| Participant deferral / active EE | $6,366 | $6,519-2.3% | $7,897-19.4% | $4,139+53.8% |
| Admin fee / account holder | $21,969 | $8,390+161.9% | $13,129+67.3% | $7,234+203.7% |