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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 | $148,818 | $126,661+17.5% | $113,397+31.2% | $138,895+7.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.10% | 25.05%-14.0pp | 23.20%-12.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,222 | $3,456-35.7% | $2,977-25.4% | $4,194-47.0% |
| Participant deferral / active EE | $3,897 | $5,693-31.5% | $5,076-23.2% | $6,396-39.1% |
| Admin fee / account holder | $29,343 | $14,549+101.7% | $11,957+145.4% | $12,562+133.6% |