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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 | $90,212 | $96,558-6.6% | $80,977+11.4% | $273,972-67.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 18.34% | 15.14%+3.2pp | 17.11%+1.2pp | 41.46%-23.1pp |
| Employer contribution / active EE | $7,365 | $4,869+51.3% | $3,715+98.3% | $4,869+51.3% |
| Participant deferral / active EE | $6,275 | $6,598-4.9% | $5,696+10.2% | $5,287+18.7% |
| Admin fee / account holder | $617 | $7,493-91.8% | $5,517-88.8% | $10,133-93.9% |