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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 | $110,406 | $100,970+9.3% | $96,576+14.3% | $137,256-19.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.53% | 38.16%-20.6pp | 38.47%-20.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,153 | $3,809+35.3% | $3,553+45.0% | $4,156+24.0% |
| Participant deferral / active EE | $5,627 | $8,286-32.1% | $7,956-29.3% | $6,407-12.2% |
| Admin fee / account holder | $1,450 | $11,312-87.2% | $11,381-87.3% | $12,270-88.2% |