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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 | $70,312 | $138,312-49.2% | $122,979-42.8% | $155,188-54.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.72% | 22.06%-8.3pp | 20.12%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $5,281 | $3,530+49.6% | $3,062+72.5% | $4,248+24.3% |
| Participant deferral / active EE | $17,264 | $5,592+208.7% | $5,003+245.1% | $6,531+164.3% |
| Admin fee / account holder | $12,462 | $15,089-17.4% | $12,864-3.1% | $14,480-13.9% |