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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 | $199,109-2.8% | $173,730+11.4% | $154,746+25.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.00% | 20.02%-8.0pp | 19.96%-8.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,644 | $5,311-50.2% | $4,577-42.2% | $4,379-39.6% |
| Participant deferral / active EE | $4,148 | $7,113-41.7% | $6,326-34.4% | $6,730-38.4% |
| Admin fee / account holder | $65,636 | $20,916+213.8% | $17,523+274.6% | $14,365+356.9% |