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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 | $130,734 | $215,361-39.3% | $171,082-23.6% | $273,972-52.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.57% | 25.14%-19.6pp | 32.56%-27.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,552 | $4,967-28.5% | $4,002-11.2% | $4,869-27.0% |
| Participant deferral / active EE | $9,488 | $5,543+71.2% | $4,797+97.8% | $5,287+79.5% |
| Admin fee / account holder | $372 | $10,846-96.6% | $8,520-95.6% | $10,133-96.3% |