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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 | $83,792 | $115,225-27.3% | $100,712-16.8% | $138,895-39.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.19% | 40.35%-28.2pp | 33.27%-21.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $3,306 | $2,771+19.3% | $2,313+42.9% | $4,194-21.2% |
| Participant deferral / active EE | $8,557 | $4,699+82.1% | $4,085+109.5% | $6,396+33.8% |
| Admin fee / account holder | $8,424 | $10,844-22.3% | $9,256-9.0% | $12,562-32.9% |