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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 | $160,488 | $254,759-37.0% | $216,567-25.9% | $198,609-19.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.26% | 10.04%+4.2pp | 12.94%+1.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $2,771 | $6,096-54.5% | $5,216-46.9% | $5,055-45.2% |
| Participant deferral / active EE | $35,333 | $6,948+408.5% | $6,191+470.8% | $6,977+406.4% |
| Admin fee / account holder | $2,507 | $26,311-90.5% | $21,981-88.6% | $19,030-86.8% |