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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 | $186,047 | $76,371+143.6% | $93,621+98.7% | $72,975+154.9% |
| Participation rate | 79.3% | 71.8%+7.6pp | 75.8%+3.5pp | 69.5%+9.8pp |
| Annual return | 20.02% | 25.82%-5.8pp | 32.76%-12.7pp | 81.01%-61.0pp |
| Employer contribution / active EE | $8,059 | $2,276+254.1% | $2,719+196.4% | $2,440+230.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,799 | $6,839-59.1% | $7,890-64.5% | $5,124-45.4% |