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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 | $183,907 | $140,592+30.8% | $123,105+49.4% | $125,389+46.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 14.34% | 16.80%-2.5pp | 13.22%+1.1pp | 282.24%-267.9pp |
| Employer contribution / active EE | $8,682 | $6,041+43.7% | $5,151+68.5% | $4,866+78.4% |
| Participant deferral / active EE | $4,439 | $6,980-36.4% | $6,229-28.7% | $5,352-17.0% |
| Admin fee / account holder | $29,044 | $11,198+159.4% | $9,014+222.2% | $9,541+204.4% |