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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 | $227,635 | $108,285+110.2% | $77,552+193.5% | $158,982+43.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.72% | 31.69%-15.0pp | 54.82%-38.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,507 | $1,325+89.2% | $987+154.0% | $4,763-47.4% |
| Participant deferral / active EE | $10,967 | $2,455+346.6% | $1,861+489.3% | $5,983+83.3% |
| Admin fee / account holder | $3,969 | $3,709+7.0% | $2,859+38.8% | $11,252-64.7% |