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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 | $189,121 | $99,875+89.4% | $146,866+28.8% | $86,983+117.4% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.5%+27.3pp |
| Annual return | 17.41% | 28.10%-10.7pp | 102.85%-85.4pp | 25.83%-8.4pp |
| Employer contribution / active EE | $12,182 | $3,224+277.8% | $4,425+175.3% | $2,584+371.4% |
| Participant deferral / active EE | $4,546 | $6,322-28.1% | $7,759-41.4% | $4,194+8.4% |
| Admin fee / account holder | $5,044 | $7,838-35.6% | $13,620-63.0% | $7,856-35.8% |