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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 | $229,644 | $211,105+8.8% | $178,449+28.7% | $145,978+57.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.89% | 30.19%-18.3pp | 27.09%-15.2pp | 550.52%-538.6pp |
| Employer contribution / active EE | $4,331 | $4,569-5.2% | $3,951+9.6% | $4,662-7.1% |
| Participant deferral / active EE | $5,243 | $6,959-24.7% | $6,277-16.5% | $6,690-21.6% |
| Admin fee / account holder | $1,523 | $12,017-87.3% | $10,362-85.3% | $13,400-88.6% |