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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 | $198,195 | $153,769+28.9% | $133,975+47.9% | $273,972-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.48% | 36.51%-27.0pp | 29.29%-19.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $4,000 | $6,029-33.7% | $5,211-23.2% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,864 | $11,765-84.2% | $9,324-80.0% | $10,133-81.6% |