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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 | $175,726 | $93,064+88.8% | $74,577+135.6% | $273,972-35.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.30% | 26.18%-20.9pp | 20.47%-15.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $20,200 | $3,160+539.3% | $2,525+699.9% | $4,869+314.9% |
| Participant deferral / active EE | $14,628 | $4,160+251.6% | $3,458+323.0% | $5,287+176.7% |
| Admin fee / account holder | $1,654 | $5,273-68.6% | $4,138-60.0% | $10,133-83.7% |