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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 | $133,435 | $106,524+25.3% | $152,301-12.4% | $87,485+52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,009 | $3,371-10.8% | $4,624-34.9% | $2,596+15.9% |
| Participant deferral / active EE | $6,130 | $6,525-6.1% | $8,004-23.4% | $4,274+43.4% |
| Admin fee / account holder | $1,105 | $8,287-86.7% | $14,398-92.3% | $7,775-85.8% |