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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 | $97,289-6.1% | $92,805-1.5% | $155,188-41.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.37% | 29.03%-7.7pp | 31.59%-10.2pp | 148.84%-127.5pp |
| Employer contribution / active EE | $5,747 | $3,632+58.2% | $3,424+67.8% | $4,248+35.3% |
| Participant deferral / active EE | $11,041 | $8,795+25.5% | $8,448+30.7% | $6,531+69.1% |
| Admin fee / account holder | $431 | $12,015-96.4% | $10,911-96.1% | $14,480-97.0% |