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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 | $112,729+56.0% | $98,716+78.1% | $137,256+28.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.42% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,461 | $2,725-46.4% | $2,279-35.9% | $4,156-64.8% |
| Participant deferral / active EE | $6,882 | $4,640+48.3% | $4,048+70.0% | $6,407+7.4% |
| Admin fee / account holder | $1,531 | $10,129-84.9% | $8,703-82.4% | $12,270-87.5% |