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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 | $195,758 | $135,956+44.0% | $123,894+58.0% | $273,972-28.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.46% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $5,059 | $5,170-2.1% | $4,617+9.6% | $4,869+3.9% |
| Participant deferral / active EE | $9,291 | $6,343+46.5% | $5,984+55.3% | $5,287+75.7% |
| Admin fee / account holder | $799 | $9,817-91.9% | $8,357-90.4% | $10,133-92.1% |