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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 | $101,994 | $106,864-4.6% | $147,318-30.8% | $82,637+23.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.92% | 27.49%-9.6pp | 70.43%-52.5pp | 53.51%-35.6pp |
| Employer contribution / active EE | $3,994 | $3,417+16.9% | $4,593-13.0% | $2,552+56.5% |
| Participant deferral / active EE | $14,082 | $6,496+116.8% | $7,906+78.1% | $4,126+241.3% |
| Admin fee / account holder | $11,806 | $8,415+40.3% | $13,708-13.9% | $7,339+60.9% |