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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 | $92,942 | $88,672+4.8% | $105,223-11.7% | $82,448+12.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.92% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,291 | $3,048+8.0% | $3,689-10.8% | $2,551+29.0% |
| Participant deferral / active EE | $7,250 | $4,036+79.6% | $5,072+43.0% | $4,139+75.2% |
| Admin fee / account holder | $5,784 | $7,146-19.1% | $8,859-34.7% | $7,234-20.1% |