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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 | $106,588+36.3% | $94,215+54.2% | $155,188-6.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 10.00% | 29.39%-19.4pp | 28.22%-18.2pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,740 | $3,080-11.0% | $2,675+2.4% | $4,248-35.5% |
| Participant deferral / active EE | $13,773 | $4,802+186.8% | $4,276+222.1% | $6,531+110.9% |
| Admin fee / account holder | $893 | $12,281-92.7% | $10,216-91.3% | $14,480-93.8% |