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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 | $122,037 | $123,000-0.8% | $105,582+15.6% | $198,609-38.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 14.17% | 18.31%-4.1pp | 18.61%-4.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,772 | $3,582+5.3% | $2,984+26.4% | $5,055-25.4% |
| Participant deferral / active EE | $11,017 | $5,013+119.8% | $4,353+153.1% | $6,977+57.9% |
| Admin fee / account holder | $2,210 | $16,254-86.4% | $12,856-82.8% | $19,030-88.4% |