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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 | $115,225+52.6% | $100,712+74.6% | $138,895+26.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.42% | 40.35%-25.9pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,461 | $2,771-47.3% | $2,313-36.8% | $4,194-65.2% |
| Participant deferral / active EE | $6,882 | $4,699+46.4% | $4,085+68.5% | $6,396+7.6% |
| Admin fee / account holder | $1,531 | $10,844-85.9% | $9,256-83.5% | $12,562-87.8% |