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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 | $139,833 | $153,769-9.1% | $133,975+4.4% | $273,972-49.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.25% | 36.51%-22.3pp | 29.29%-15.0pp | 41.46%-27.2pp |
| Employer contribution / active EE | $3,590 | $6,029-40.5% | $5,211-31.1% | $4,869-26.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,977 | $11,765-57.7% | $9,324-46.6% | $10,133-50.9% |