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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 | $123,155-32.0% | $108,753-23.0% | $155,188-46.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.19% | 44.73%-32.5pp | 37.47%-25.3pp | 148.84%-136.7pp |
| Employer contribution / active EE | $3,306 | $2,811+17.6% | $2,427+36.2% | $4,248-22.2% |
| Participant deferral / active EE | $8,557 | $4,623+85.1% | $4,115+108.0% | $6,531+31.0% |
| Admin fee / account holder | $8,424 | $12,126-30.5% | $10,320-18.4% | $14,480-41.8% |