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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 | $99,875+2.1% | $146,866-30.6% | $86,983+17.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.92% | 28.10%-10.2pp | 102.85%-84.9pp | 25.83%-7.9pp |
| Employer contribution / active EE | $3,994 | $3,224+23.9% | $4,425-9.7% | $2,584+54.5% |
| Participant deferral / active EE | $14,082 | $6,322+122.7% | $7,759+81.5% | $4,194+235.8% |
| Admin fee / account holder | $11,806 | $7,838+50.6% | $13,620-13.3% | $7,856+50.3% |