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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 | $191,633 | $136,860+40.0% | $120,344+59.2% | $154,746+23.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.24% | 21.38%-8.1pp | 20.30%-7.1pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,406 | $3,533+53.0% | $3,020+79.0% | $4,379+23.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,358 | $15,393+32.3% | $12,742+59.8% | $14,365+41.7% |