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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 | $84,797 | $199,109-57.4% | $173,730-51.2% | $154,746-45.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.32% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,694 | $5,311-30.5% | $4,577-19.3% | $4,379-15.7% |
| Participant deferral / active EE | $7,646 | $7,113+7.5% | $6,326+20.9% | $6,730+13.6% |
| Admin fee / account holder | $1,073 | $20,916-94.9% | $17,523-93.9% | $14,365-92.5% |