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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 | $177,156-41.6% | $147,027-29.7% | $154,746-33.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.80% | 21.94%-4.1pp | 20.23%-2.4pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,728 | $4,336-37.1% | $3,626-24.8% | $4,379-37.7% |
| Participant deferral / active EE | $9,185 | $5,797+58.4% | $4,933+86.2% | $6,730+36.5% |
| Admin fee / account holder | $2,184 | $14,904-85.3% | $12,223-82.1% | $14,365-84.8% |