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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 | $76,875 | $115,225-33.3% | $100,712-23.7% | $138,895-44.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.45% | 40.35%-20.9pp | 33.27%-13.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,028 | $2,771-26.8% | $2,313-12.3% | $4,194-51.7% |
| Participant deferral / active EE | $7,243 | $4,699+54.1% | $4,085+77.3% | $6,396+13.2% |
| Admin fee / account holder | $395 | $10,844-96.4% | $9,256-95.7% | $12,562-96.9% |