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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 | $145,262 | $107,733+34.8% | $92,985+56.2% | $154,746-6.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 10.00% | 30.39%-20.4pp | 27.99%-18.0pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,740 | $3,126-12.4% | $2,662+2.9% | $4,379-37.4% |
| Participant deferral / active EE | $13,773 | $5,053+172.6% | $4,377+214.7% | $6,730+104.6% |
| Admin fee / account holder | $893 | $11,369-92.1% | $9,463-90.6% | $14,365-93.8% |