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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 | $214,883 | $81,504+163.6% | $102,437+109.8% | $80,959+165.4% |
| Participation rate | 75.8% | 66.9%+8.9pp | 74.5%+1.2pp | 67.7%+8.1pp |
| Annual return | 15.90% | 25.60%-9.7pp | 24.95%-9.1pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,030 | $3,104-2.4% | $3,871-21.7% | $2,757+9.9% |
| Participant deferral / active EE | $10,303 | $3,871+166.2% | $5,060+103.6% | $4,300+139.6% |
| Admin fee / account holder | $24,720 | $6,719+267.9% | $8,388+194.7% | $6,925+257.0% |