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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 | $109,366 | $124,213-12.0% | $118,106-7.4% | $154,746-29.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 16.07% | 18.29%-2.2pp | 19.44%-3.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,543 | $4,905+13.0% | $4,698+18.0% | $4,379+26.6% |
| Participant deferral / active EE | $4,514 | $6,859-34.2% | $6,619-31.8% | $6,730-32.9% |
| Admin fee / account holder | $1,584 | $9,627-83.5% | $8,973-82.3% | $14,365-89.0% |