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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 | $208,252 | $64,311+223.8% | $57,356+263.1% | $125,389+66.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.93% | 25.14%-22.2pp | 24.41%-21.5pp | 282.24%-279.3pp |
| Employer contribution / active EE | $5,140 | $3,193+61.0% | $2,689+91.2% | $4,866+5.6% |
| Participant deferral / active EE | $5,236 | $3,846+36.1% | $3,162+65.6% | $5,352-2.2% |
| Admin fee / account holder | $27,212 | $5,243+419.0% | $3,357+710.6% | $9,541+185.2% |