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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 | $200,513 | $111,814+79.3% | $103,374+94.0% | $145,959+37.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 10.29% | 24.77%-14.5pp | 24.89%-14.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $7,905 | $4,214+87.6% | $3,869+104.3% | $4,661+69.6% |
| Participant deferral / active EE | $5,084 | $5,618-9.5% | $5,058+0.5% | $6,689-24.0% |
| Admin fee / account holder | $2,512 | $9,754-74.3% | $8,394-70.1% | $13,398-81.3% |