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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 | $143,562 | $124,980+14.9% | $108,359+32.5% | $154,746-7.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.62% | 45.00%-27.4pp | 36.89%-19.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,616 | $2,851-43.3% | $2,399-32.6% | $4,379-63.1% |
| Participant deferral / active EE | $6,603 | $4,743+39.2% | $4,137+59.6% | $6,730-1.9% |
| Admin fee / account holder | $2,104 | $11,502-81.7% | $9,741-78.4% | $14,365-85.4% |