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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 | $191,166 | $104,251+83.4% | $91,004+110.1% | $147,585+29.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 21.30% | 27.06%-5.8pp | 4.60%+16.7pp | 578.58%-557.3pp |
| Employer contribution / active EE | $2,011 | $3,116-35.5% | $2,456-18.1% | $4,876-58.8% |
| Participant deferral / active EE | $7,763 | $4,195+85.1% | $3,548+118.8% | $5,439+42.7% |
| Admin fee / account holder | $545 | $8,948-93.9% | $5,417-89.9% | $10,886-95.0% |