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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 | $119,071 | $161,352-26.2% | $134,172-11.3% | $137,256-13.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.98% | 28.72%-13.7pp | 25.30%-10.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,394 | $4,099-17.2% | $3,420-0.8% | $4,156-18.3% |
| Participant deferral / active EE | $10,165 | $5,552+83.1% | $4,690+116.7% | $6,407+58.7% |
| Admin fee / account holder | $1,148 | $15,028-92.4% | $12,016-90.4% | $12,270-90.6% |