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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 | $162,718 | $102,609+58.6% | $98,090+65.9% | $138,895+17.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.15% | 36.44%-19.3pp | 37.05%-19.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $14,286 | $3,867+269.4% | $3,606+296.1% | $4,194+240.6% |
| Participant deferral / active EE | $14,963 | $8,167+83.2% | $7,845+90.7% | $6,396+133.9% |
| Admin fee / account holder | $1,278 | $11,434-88.8% | $11,815-89.2% | $12,562-89.8% |