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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 | $120,358 | $211,946-43.2% | $169,452-29.0% | $135,380-11.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.47% | 3.26%+8.2pp | 1.83%+9.6pp | 519.81%-508.3pp |
| Employer contribution / active EE | $2,351 | $5,117-54.0% | $4,157-43.4% | $4,779-50.8% |
| Participant deferral / active EE | $4,426 | $6,075-27.1% | $5,277-16.1% | $5,609-21.1% |
| Admin fee / account holder | $13,505 | $11,472+17.7% | $9,110+48.2% | $10,828+24.7% |