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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 | $183,675 | $138,312+32.8% | $122,979+49.4% | $155,188+18.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.55% | 22.06%-10.5pp | 20.12%-8.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $870 | $3,530-75.4% | $3,062-71.6% | $4,248-79.5% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,993 | $15,089-53.7% | $12,864-45.6% | $14,480-51.7% |