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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 | $193,619 | $254,759-24.0% | $216,567-10.6% | $198,609-2.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.00% | 10.04%+2.0pp | 12.94%-0.9pp | 202.70%-190.7pp |
| Employer contribution / active EE | $2,644 | $6,096-56.6% | $5,216-49.3% | $5,055-47.7% |
| Participant deferral / active EE | $4,148 | $6,948-40.3% | $6,191-33.0% | $6,977-40.5% |
| Admin fee / account holder | $65,636 | $26,311+149.5% | $21,981+198.6% | $19,030+244.9% |