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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 | $142,120 | $86,940+63.5% | $102,434+38.7% | $80,935+75.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 17.76% | 18.89%-1.1pp | 29.46%-11.7pp | 35.66%-17.9pp |
| Employer contribution / active EE | $2,446 | $2,370+3.2% | $3,023-19.1% | $2,757-11.3% |
| Participant deferral / active EE | $9,227 | $4,121+123.9% | $5,055+82.5% | $4,299+114.6% |
| Admin fee / account holder | $3,405 | $8,047-57.7% | $9,462-64.0% | $6,924-50.8% |