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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 | $139,658 | $153,311-8.9% | $109,313+27.8% | $273,972-49.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.42% | 29.86%-21.4pp | 22.07%-13.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,635 | $5,619-17.5% | $3,892+19.1% | $4,869-4.8% |
| Participant deferral / active EE | $2,703 | $3,932-31.3% | $3,166-14.7% | $5,287-48.9% |
| Admin fee / account holder | $1,782 | $8,076-77.9% | $5,666-68.6% | $10,133-82.4% |