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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 | $213,785-24.9% | $185,441-13.5% | $155,188+3.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.26% | 19.97%-5.7pp | 20.16%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,771 | $5,393-48.6% | $4,672-40.7% | $4,248-34.8% |
| Participant deferral / active EE | $35,333 | $6,864+414.7% | $6,152+474.4% | $6,531+441.0% |
| Admin fee / account holder | $2,507 | $21,134-88.1% | $17,890-86.0% | $14,480-82.7% |