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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 | $172,449 | $124,980+38.0% | $108,359+59.1% | $154,746+11.4% |
| Participation rate | 95.5% | 75.2%+20.3pp | 70.1%+25.3pp | 80.7%+14.8pp |
| Annual return | 9.65% | 45.00%-35.4pp | 36.89%-27.2pp | 172.34%-162.7pp |
| Employer contribution / active EE | $4,545 | $2,851+59.5% | $2,399+89.4% | $4,379+3.8% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $963 | $11,502-91.6% | $9,741-90.1% | $14,365-93.3% |