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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 | $232,895 | $135,956+71.3% | $123,894+88.0% | $273,972-15.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.11% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $4,997 | $5,170-3.3% | $4,617+8.2% | $4,869+2.6% |
| Participant deferral / active EE | $7,559 | $6,343+19.2% | $5,984+26.3% | $5,287+43.0% |
| Admin fee / account holder | $2,869 | $9,817-70.8% | $8,357-65.7% | $10,133-71.7% |