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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 | $184,014-69.7% | $161,149-65.4% | $138,895-59.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.11% | 21.52%-8.4pp | 21.16%-8.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,138 | $5,055-37.9% | $4,360-28.0% | $4,194-25.2% |
| Participant deferral / active EE | $5,231 | $6,909-24.3% | $6,153-15.0% | $6,396-18.2% |
| Admin fee / account holder | $730 | $18,027-96.0% | $15,194-95.2% | $12,562-94.2% |