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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 | $105,233 | $135,956-22.6% | $123,894-15.1% | $273,970-61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.36% | 56.63%-45.3pp | 47.52%-36.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,798 | $5,170-65.2% | $4,617-61.0% | $4,869-63.1% |
| Participant deferral / active EE | $5,373 | $6,343-15.3% | $5,984-10.2% | $5,287+1.6% |
| Admin fee / account holder | $972 | $9,817-90.1% | $8,357-88.4% | $10,132-90.4% |