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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 | $137,236 | $181,896-24.6% | $156,551-12.3% | $273,972-49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.98% | 30.74%-22.8pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,350 | $6,248-46.4% | $5,501-39.1% | $4,869-31.2% |
| Participant deferral / active EE | $3,584 | $5,550-35.4% | $4,871-26.4% | $5,287-32.2% |
| Admin fee / account holder | $989 | $15,560-93.6% | $13,028-92.4% | $10,133-90.2% |