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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 | $66,066 | $213,785-69.1% | $185,441-64.4% | $155,188-57.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.74% | 19.97%-3.2pp | 20.16%-3.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,506 | $5,393-53.5% | $4,672-46.4% | $4,248-41.0% |
| Participant deferral / active EE | $7,914 | $6,864+15.3% | $6,152+28.6% | $6,531+21.2% |
| Admin fee / account holder | $1,468 | $21,134-93.1% | $17,890-91.8% | $14,480-89.9% |