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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 | $145,166 | $90,400+60.6% | $186,193-22.0% | $87,485+65.9% |
| Participation rate | 92.9% | 66.2%+26.7pp | 77.1%+15.7pp | 68.9%+23.9pp |
| Annual return | 15.70% | 22.15%-6.4pp | 78.03%-62.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $757 | $2,170-65.1% | $3,918-80.7% | $2,596-70.8% |
| Participant deferral / active EE | $8,776 | $4,330+102.7% | $6,513+34.7% | $4,274+105.3% |
| Admin fee / account holder | $21,716 | $8,673+150.4% | $11,058+96.4% | $7,775+179.3% |