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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 | $127,394 | $153,769-17.2% | $133,975-4.9% | $273,972-53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.03% | 36.51%-30.5pp | 29.29%-23.3pp | 41.46%-35.4pp |
| Employer contribution / active EE | $5,121 | $6,029-15.1% | $5,211-1.7% | $4,869+5.2% |
| Participant deferral / active EE | $5,121 | $6,958-26.4% | $6,282-18.5% | $5,287-3.1% |
| Admin fee / account holder | $800 | $11,765-93.2% | $9,324-91.4% | $10,133-92.1% |