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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 | $116,791 | $126,661-7.8% | $113,397+3.0% | $138,895-15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.79% | 25.05%-10.3pp | 23.20%-8.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,039 | $3,456-41.0% | $2,977-31.5% | $4,194-51.4% |
| Participant deferral / active EE | $4,241 | $5,693-25.5% | $5,076-16.5% | $6,396-33.7% |
| Admin fee / account holder | $1,218 | $14,549-91.6% | $11,957-89.8% | $12,562-90.3% |