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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 | $83,548 | $107,666-22.4% | $102,184-18.2% | $154,746-46.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.15% | 29.33%-12.2pp | 31.58%-14.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,749 | $3,846-28.5% | $3,594-23.5% | $4,379-37.2% |
| Participant deferral / active EE | $6,054 | $8,719-30.6% | $8,309-27.1% | $6,730-10.0% |
| Admin fee / account holder | $336 | $12,943-97.4% | $11,609-97.1% | $14,365-97.7% |