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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 | $55,707 | $213,785-73.9% | $185,441-70.0% | $155,188-64.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.11% | 19.97%-6.9pp | 20.16%-7.1pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,138 | $5,393-41.8% | $4,672-32.8% | $4,248-26.1% |
| Participant deferral / active EE | $5,231 | $6,864-23.8% | $6,152-15.0% | $6,531-19.9% |
| Admin fee / account holder | $730 | $21,134-96.5% | $17,890-95.9% | $14,480-95.0% |