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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 | $178,523 | $123,155+45.0% | $108,753+64.2% | $155,188+15.0% |
| Participation rate | 88.9% | 75.6%+13.3pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 10.57% | 44.73%-34.2pp | 37.47%-26.9pp | 148.84%-138.3pp |
| Employer contribution / active EE | $5,634 | $2,811+100.4% | $2,427+132.2% | $4,248+32.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $81,844 | $12,126+574.9% | $10,320+693.1% | $14,480+465.2% |