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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 | $191,616 | $86,949+120.4% | $102,460+87.0% | $80,959+136.7% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.7%+30.8pp |
| Annual return | 14.22% | 18.89%-4.7pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $7,876 | $2,370+232.3% | $3,025+160.3% | $2,757+185.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,562 | $8,048-30.9% | $9,460-41.2% | $6,925-19.7% |