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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 | $176,512 | $100,970+74.8% | $96,576+82.8% | $137,256+28.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 41.93% | 38.16%+3.8pp | 38.47%+3.5pp | 220.34%-178.4pp |
| Employer contribution / active EE | $2,718 | $3,809-28.7% | $3,553-23.5% | $4,156-34.6% |
| Participant deferral / active EE | $11,759 | $8,286+41.9% | $7,956+47.8% | $6,407+83.5% |
| Admin fee / account holder | $1,475 | $11,312-87.0% | $11,381-87.0% | $12,270-88.0% |