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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 | $103,657 | $153,769-32.6% | $133,975-22.6% | $273,972-62.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.83% | 36.51%-30.7pp | 29.29%-23.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $6,873 | $6,029+14.0% | $5,211+31.9% | $4,869+41.2% |
| Participant deferral / active EE | $4,798 | $6,958-31.0% | $6,282-23.6% | $5,287-9.3% |
| Admin fee / account holder | $332 | $11,765-97.2% | $9,324-96.4% | $10,133-96.7% |