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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 | $88,931 | $118,467-24.9% | $98,450-9.7% | $139,456-36.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 34.24% | 18.95%+15.3pp | 21.16%+13.1pp | 373.45%-339.2pp |
| Employer contribution / active EE | $3,216 | $3,611-10.9% | $3,049+5.5% | $4,753-32.3% |
| Participant deferral / active EE | $7,963 | $5,393+47.6% | $4,739+68.0% | $6,711+18.7% |
| Admin fee / account holder | $3,026 | $14,057-78.5% | $8,961-66.2% | $11,407-73.5% |