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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 | $247,793 | $99,875+148.1% | $146,866+68.7% | $86,983+184.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.54% | 28.10%-10.6pp | 102.85%-85.3pp | 25.83%-8.3pp |
| Employer contribution / active EE | $3,413 | $3,224+5.8% | $4,425-22.9% | $2,584+32.0% |
| Participant deferral / active EE | $11,462 | $6,322+81.3% | $7,759+47.7% | $4,194+173.3% |
| Admin fee / account holder | $878 | $7,838-88.8% | $13,620-93.6% | $7,856-88.8% |