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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 | $113,537 | $153,769-26.2% | $133,975-15.3% | $273,972-58.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.97% | 36.51%-25.5pp | 29.29%-18.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $4,607 | $6,029-23.6% | $5,211-11.6% | $4,869-5.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $325 | $11,765-97.2% | $9,324-96.5% | $10,133-96.8% |