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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 | $88,948 | $123,155-27.8% | $108,753-18.2% | $155,188-42.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.59% | 44.73%-27.1pp | 37.47%-19.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $5,981 | $2,811+112.8% | $2,427+146.5% | $4,248+40.8% |
| Participant deferral / active EE | $16,606 | $4,623+259.2% | $4,115+303.6% | $6,531+154.3% |
| Admin fee / account holder | $2,144 | $12,126-82.3% | $10,320-79.2% | $14,480-85.2% |