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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 | $99,829 | $199,109-49.9% | $173,730-42.5% | $154,746-35.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.11% | 20.02%-2.9pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,220 | $5,311-39.4% | $4,577-29.7% | $4,379-26.5% |
| Participant deferral / active EE | $10,120 | $7,113+42.3% | $6,326+60.0% | $6,730+50.4% |
| Admin fee / account holder | $687 | $20,916-96.7% | $17,523-96.1% | $14,365-95.2% |