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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 | $108,538 | $149,679-27.5% | $117,039-7.3% | $147,586-26.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.30% | 19.31%-6.0pp | 18.95%-5.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $2,380 | $4,937-51.8% | $3,785-37.1% | $4,876-51.2% |
| Participant deferral / active EE | $4,544 | $4,912-7.5% | $3,929+15.6% | $5,439-16.5% |
| Admin fee / account holder | $1,968 | $7,856-74.9% | $5,974-67.1% | $10,886-81.9% |