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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 | $91,402 | $102,609-10.9% | $98,090-6.8% | $138,895-34.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.37% | 36.44%-15.1pp | 37.05%-15.7pp | 145.39%-124.0pp |
| Employer contribution / active EE | $5,747 | $3,867+48.6% | $3,606+59.4% | $4,194+37.0% |
| Participant deferral / active EE | $11,041 | $8,167+35.2% | $7,845+40.7% | $6,396+72.6% |
| Admin fee / account holder | $431 | $11,434-96.2% | $11,815-96.4% | $12,562-96.6% |