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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 | $230,960 | $124,980+84.8% | $108,359+113.1% | $154,746+49.3% |
| Participation rate | 93.8% | 75.2%+18.6pp | 70.1%+23.6pp | 80.7%+13.0pp |
| Annual return | 22.76% | 45.00%-22.2pp | 36.89%-14.1pp | 172.34%-149.6pp |
| Employer contribution / active EE | $13,291 | $2,851+366.3% | $2,399+453.9% | $4,379+203.5% |
| Participant deferral / active EE | $11,622 | $4,743+145.0% | $4,137+180.9% | $6,730+72.7% |
| Admin fee / account holder | $788 | $11,502-93.1% | $9,741-91.9% | $14,365-94.5% |