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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 | $184,880 | $103,164+79.2% | $90,259+104.8% | $154,746+19.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 70.7%+4.3pp | 80.7%-5.7pp |
| Annual return | 12.84% | 19.25%-6.4pp | 18.88%-6.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $4,528 | $2,532+78.8% | $2,291+97.6% | $4,379+3.4% |
| Participant deferral / active EE | $11,147 | $4,422+152.1% | $3,827+191.3% | $6,730+65.6% |
| Admin fee / account holder | $12,195 | $8,593+41.9% | $7,267+67.8% | $14,365-15.1% |