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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 | $103,139 | $106,524-3.2% | $152,301-32.3% | $87,485+17.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.41% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $15,766 | $3,371+367.7% | $4,624+240.9% | $2,596+507.3% |
| Participant deferral / active EE | $13,447 | $6,525+106.1% | $8,004+68.0% | $4,274+214.7% |
| Admin fee / account holder | $13,927 | $8,287+68.1% | $14,398-3.3% | $7,775+79.1% |