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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 | $118,577 | $176,794-32.9% | $146,647-19.1% | $167,553-29.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.74% | 24.04%-12.3pp | 22.75%-11.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $3,646 | $5,161-29.4% | $4,137-11.9% | $4,840-24.7% |
| Participant deferral / active EE | $11,533 | $6,440+79.1% | $5,506+109.4% | $6,343+81.8% |
| Admin fee / account holder | $951 | $13,262-92.8% | $10,281-90.8% | $12,316-92.3% |