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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 | $239,003 | $282,059-15.3% | $213,469+12.0% | $154,746+54.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 19.40% | 20.90%-1.5pp | 20.58%-1.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,750 | $6,189-39.4% | $4,994-24.9% | $4,379-14.4% |
| Participant deferral / active EE | $11,724 | $8,186+43.2% | $6,841+71.4% | $6,730+74.2% |
| Admin fee / account holder | $16,212 | $37,435-56.7% | $27,141-40.3% | $14,365+12.9% |