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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 | $196,631 | $110,379+78.1% | $102,412+92.0% | $145,884+34.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $5,873 | $4,216+39.3% | $3,870+51.8% | $4,662+26.0% |
| Participant deferral / active EE | $11,376 | $5,622+102.4% | $5,060+124.8% | $6,690+70.1% |
| Admin fee / account holder | $587 | $9,745-94.0% | $8,388-93.0% | $13,392-95.6% |