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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 | $87,070 | $115,225-24.4% | $100,712-13.5% | $138,895-37.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.90% | 40.35%-24.5pp | 33.27%-17.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,130 | $2,771-23.1% | $2,313-7.9% | $4,194-49.2% |
| Participant deferral / active EE | $8,030 | $4,699+70.9% | $4,085+96.6% | $6,396+25.5% |
| Admin fee / account holder | $1,057 | $10,844-90.3% | $9,256-88.6% | $12,562-91.6% |