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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 | $103,389 | $212,777-51.4% | $173,703-40.5% | $198,609-47.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.80% | 18.82%-1.0pp | 17.46%+0.3pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,728 | $5,214-47.7% | $4,288-36.4% | $5,055-46.0% |
| Participant deferral / active EE | $9,185 | $5,697+61.2% | $4,854+89.2% | $6,977+31.7% |
| Admin fee / account holder | $2,184 | $19,536-88.8% | $15,562-86.0% | $19,030-88.5% |