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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 | $22,980 | $107,666-78.7% | $102,184-77.5% | $154,746-85.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.12% | 29.33%-10.2pp | 31.58%-12.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,337 | $3,846+12.8% | $3,594+20.7% | $4,379-1.0% |
| Participant deferral / active EE | $12,670 | $8,719+45.3% | $8,309+52.5% | $6,730+88.3% |
| Admin fee / account holder | $13,032 | $12,943+0.7% | $11,609+12.3% | $14,365-9.3% |