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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 | $173,707 | $199,109-12.8% | $173,7300% | $154,746+12.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.95% | 20.02%-4.1pp | 19.96%-4.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,159 | $5,311-59.4% | $4,577-52.8% | $4,379-50.7% |
| Participant deferral / active EE | $19,285 | $7,113+171.1% | $6,326+204.8% | $6,730+186.5% |
| Admin fee / account holder | $2,151 | $20,916-89.7% | $17,523-87.7% | $14,365-85.0% |