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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 | $56,853 | $213,785-73.4% | $185,441-69.3% | $155,188-63.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.69% | 19.97%-4.3pp | 20.16%-4.5pp | 148.84%-133.1pp |
| Employer contribution / active EE | $3,466 | $5,393-35.7% | $4,672-25.8% | $4,248-18.4% |
| Participant deferral / active EE | $12,989 | $6,864+89.2% | $6,152+111.1% | $6,531+98.9% |
| Admin fee / account holder | $595 | $21,134-97.2% | $17,890-96.7% | $14,480-95.9% |