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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 | $93,919 | $106,749-12.0% | $145,433-35.4% | $82,448+13.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.99% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,301 | $3,444-4.2% | $4,554-27.5% | $2,551+29.4% |
| Participant deferral / active EE | $9,776 | $6,519+50.0% | $7,897+23.8% | $4,139+136.2% |
| Admin fee / account holder | $2,261 | $8,390-73.1% | $13,129-82.8% | $7,234-68.8% |