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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 | $213,785-60.3% | $185,441-54.3% | $155,188-45.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.32% | 19.97%-3.6pp | 20.16%-3.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $3,694 | $5,393-31.5% | $4,672-20.9% | $4,248-13.0% |
| Participant deferral / active EE | $7,646 | $6,864+11.4% | $6,152+24.3% | $6,531+17.1% |
| Admin fee / account holder | $1,073 | $21,134-94.9% | $17,890-94.0% | $14,480-92.6% |