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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 | $165,737 | $88,707+86.8% | $74,184+123.4% | $273,972-39.5% |
| Participation rate | 95.7% | 79.4%+16.2pp | 76.6%+19.0pp | 83.0%+12.6pp |
| Annual return | 15.27% | 11.94%+3.3pp | 17.74%-2.5pp | 41.46%-26.2pp |
| Employer contribution / active EE | $8,380 | $3,159+165.2% | $2,370+253.5% | $4,869+72.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,735 | $8,717-11.3% | $5,586+38.5% | $10,133-23.7% |