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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 | $195,485 | $275,752-29.1% | $256,809-23.9% | $198,609-1.6% |
| Participation rate | 93.3% | 89.2%+4.2pp | 88.5%+4.8pp | 82.4%+11.0pp |
| Annual return | 18.33% | 34.81%-16.5pp | 32.73%-14.4pp | 202.70%-184.4pp |
| Employer contribution / active EE | $8,615 | $7,721+11.6% | $7,263+18.6% | $5,055+70.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,962 | $25,716-76.8% | $25,146-76.3% | $19,030-68.7% |