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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 | $202,680 | $96,558+109.9% | $80,977+150.3% | $273,972-26.0% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 8.82% | 15.14%-6.3pp | 17.11%-8.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $10,115 | $4,869+107.7% | $3,715+172.3% | $4,869+107.7% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,462 | $7,493-80.5% | $5,517-73.5% | $10,133-85.6% |