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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 | $175,847 | $124,980+40.7% | $108,359+62.3% | $154,746+13.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.42% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,461 | $2,851-48.7% | $2,399-39.1% | $4,379-66.6% |
| Participant deferral / active EE | $6,882 | $4,743+45.1% | $4,137+66.3% | $6,730+2.2% |
| Admin fee / account holder | $1,531 | $11,502-86.7% | $9,741-84.3% | $14,365-89.3% |