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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 | $85,030 | $107,666-21.0% | $102,184-16.8% | $154,746-45.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.49% | 29.33%-13.8pp | 31.58%-16.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $4,043 | $3,846+5.1% | $3,594+12.5% | $4,379-7.7% |
| Participant deferral / active EE | $13,491 | $8,719+54.7% | $8,309+62.4% | $6,730+100.5% |
| Admin fee / account holder | $3,457 | $12,943-73.3% | $11,609-70.2% | $14,365-75.9% |