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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 | $144,968 | $212,777-31.9% | $173,703-16.5% | $198,609-27.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 11.38% | 18.82%-7.4pp | 17.46%-6.1pp | 202.70%-191.3pp |
| Employer contribution / active EE | $5,465 | $5,214+4.8% | $4,288+27.5% | $5,055+8.1% |
| Participant deferral / active EE | $9,204 | $5,697+61.6% | $4,854+89.6% | $6,977+31.9% |
| Admin fee / account holder | $22,572 | $19,536+15.5% | $15,562+45.0% | $19,030+18.6% |