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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 | $113,883 | $124,425-8.5% | $112,040+1.6% | $137,256-17.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.73% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $8,450 | $3,411+147.7% | $2,954+186.1% | $4,156+103.3% |
| Participant deferral / active EE | $7,294 | $5,718+27.6% | $5,098+43.1% | $6,407+13.8% |
| Admin fee / account holder | $1,144 | $15,207-92.5% | $12,098-90.5% | $12,270-90.7% |