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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 | $133,198 | $153,769-13.4% | $133,975-0.6% | $273,972-51.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.01% | 36.51%-30.5pp | 29.29%-23.3pp | 41.46%-35.4pp |
| Employer contribution / active EE | $5,930 | $6,029-1.6% | $5,211+13.8% | $4,869+21.8% |
| Participant deferral / active EE | $8,423 | $6,958+21.0% | $6,282+34.1% | $5,287+59.3% |
| Admin fee / account holder | $314 | $11,765-97.3% | $9,324-96.6% | $10,133-96.9% |