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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 | $134,861 | $115,917+16.3% | $100,535+34.1% | $158,982-15.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.51% | 34.80%-23.3pp | 30.90%-19.4pp | 302.99%-291.5pp |
| Employer contribution / active EE | $3,600 | $4,105-12.3% | $3,419+5.3% | $4,763-24.4% |
| Participant deferral / active EE | $6,500 | $6,677-2.6% | $6,271+3.6% | $5,983+8.6% |
| Admin fee / account holder | $1,031 | $11,002-90.6% | $8,085-87.2% | $11,252-90.8% |