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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 | $194,670 | $126,661+53.7% | $113,397+71.7% | $138,895+40.2% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.5%+11.7pp | 79.9%+8.3pp |
| Annual return | 16.94% | 25.05%-8.1pp | 23.20%-6.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,997 | $3,456-42.2% | $2,977-32.9% | $4,194-52.4% |
| Participant deferral / active EE | $2,758 | $5,693-51.5% | $5,076-45.7% | $6,396-56.9% |
| Admin fee / account holder | $29,970 | $14,549+106.0% | $11,957+150.7% | $12,562+138.6% |