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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 | $198,242 | $115,225+72.0% | $100,712+96.8% | $138,895+42.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.87% | 40.35%-28.5pp | 33.27%-21.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $5,725 | $2,771+106.6% | $2,313+147.5% | $4,194+36.5% |
| Participant deferral / active EE | $9,268 | $4,699+97.2% | $4,085+126.9% | $6,396+44.9% |
| Admin fee / account holder | $1,793 | $10,844-83.5% | $9,256-80.6% | $12,562-85.7% |