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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 | $111,179 | $126,661-12.2% | $113,397-2.0% | $138,895-20.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.28% | 25.05%-11.8pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,362 | $3,456-60.6% | $2,977-54.3% | $4,194-67.5% |
| Participant deferral / active EE | $6,628 | $5,693+16.4% | $5,076+30.6% | $6,396+3.6% |
| Admin fee / account holder | $11,668 | $14,549-19.8% | $11,957-2.4% | $12,562-7.1% |