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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 | $100,970-17.3% | $96,576-13.5% | $137,256-39.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.15% | 38.16%-21.0pp | 38.47%-21.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,749 | $3,809-27.8% | $3,553-22.6% | $4,156-33.9% |
| Participant deferral / active EE | $6,054 | $8,286-26.9% | $7,956-23.9% | $6,407-5.5% |
| Admin fee / account holder | $336 | $11,312-97.0% | $11,381-97.1% | $12,270-97.3% |