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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 | $199,109-19.4% | $173,730-7.6% | $154,746+3.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.26% | 20.02%-5.8pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,771 | $5,311-47.8% | $4,577-39.5% | $4,379-36.7% |
| Participant deferral / active EE | $35,333 | $7,113+396.8% | $6,326+458.5% | $6,730+425.0% |
| Admin fee / account holder | $2,507 | $20,916-88.0% | $17,523-85.7% | $14,365-82.6% |