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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 | $216,384 | $45,087+379.9% | $69,483+211.4% | $72,976+196.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.25% | 22.67%-5.4pp | 28.99%-11.7pp | 81.02%-63.8pp |
| Employer contribution / active EE | $4,053 | $2,055+97.2% | $2,780+45.8% | $2,440+66.1% |
| Participant deferral / active EE | $9,728 | $2,603+273.7% | $3,537+175.1% | $3,608+169.6% |
| Admin fee / account holder | $4,839 | $3,057+58.3% | $3,841+26.0% | $5,124-5.6% |