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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 | $184,014-69.1% | $161,149-64.7% | $138,895-59.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.69% | 21.52%-5.8pp | 21.16%-5.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,466 | $5,055-31.4% | $4,360-20.5% | $4,194-17.4% |
| Participant deferral / active EE | $12,989 | $6,909+88.0% | $6,153+111.1% | $6,396+103.1% |
| Admin fee / account holder | $595 | $18,027-96.7% | $15,194-96.1% | $12,562-95.3% |