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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 | $161,352-35.9% | $134,172-22.9% | $137,256-24.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.80% | 28.72%-10.9pp | 25.30%-7.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,728 | $4,099-33.4% | $3,420-20.2% | $4,156-34.4% |
| Participant deferral / active EE | $9,185 | $5,552+65.4% | $4,690+95.8% | $6,407+43.4% |
| Admin fee / account holder | $2,184 | $15,028-85.5% | $12,016-81.8% | $12,270-82.2% |