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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 | $106,524+132.6% | $152,301+62.7% | $87,485+183.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.54% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $3,413 | $3,371+1.2% | $4,624-26.2% | $2,596+31.4% |
| Participant deferral / active EE | $11,462 | $6,525+75.7% | $8,004+43.2% | $4,274+168.2% |
| Admin fee / account holder | $878 | $8,287-89.4% | $14,398-93.9% | $7,775-88.7% |