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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 | $144,400 | $153,769-6.1% | $133,975+7.8% | $273,972-47.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.02% | 36.51%-28.5pp | 29.29%-21.3pp | 41.46%-33.4pp |
| Employer contribution / active EE | $23,323 | $6,029+286.9% | $5,211+347.6% | $4,869+379.0% |
| Participant deferral / active EE | $13,343 | $6,958+91.8% | $6,282+112.4% | $5,287+152.4% |
| Admin fee / account holder | $3,570 | $11,765-69.7% | $9,324-61.7% | $10,133-64.8% |