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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 | $204,674 | $103,387+98.0% | $87,102+135.0% | $152,885+33.9% |
| Participation rate | 82.6% | 79.4%+3.3pp | 76.9%+5.7pp | 82.5%+0.2pp |
| Annual return | 20.59% | 28.10%-7.5pp | 28.19%-7.6pp | 345.39%-324.8pp |
| Employer contribution / active EE | $1,742 | $3,221-45.9% | $2,521-30.9% | $4,763-63.4% |
| Participant deferral / active EE | $3,240 | $4,778-32.2% | $4,048-20.0% | $5,851-44.6% |
| Admin fee / account holder | $10,051 | $12,193-17.6% | $7,491+34.2% | $11,598-13.3% |