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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 | $192,495 | $201,264-4.4% | $184,185+4.5% | $145,978+31.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.76% | 29.00%-15.2pp | 28.81%-15.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,708 | $9,806+70.4% | $9,132+83.0% | $6,690+149.8% |
| Admin fee / account holder | $9,758 | $16,376-40.4% | $13,909-29.8% | $13,400-27.2% |