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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 | $33,209 | $162,967-79.6% | $135,792-75.5% | $138,895-76.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 26.75% | 30.08%-3.3pp | 25.96%+0.8pp | 145.39%-118.6pp |
| Employer contribution / active EE | $3,627 | $4,211-13.9% | $3,496+3.8% | $4,194-13.5% |
| Participant deferral / active EE | $6,942 | $5,640+23.1% | $4,759+45.9% | $6,396+8.5% |
| Admin fee / account holder | $1,468 | $15,306-90.4% | $12,266-88.0% | $12,562-88.3% |