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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 | $227,746 | $211,224+7.8% | $178,505+27.6% | $145,897+56.1% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.16% | 30.28%-18.1pp | 27.16%-15.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,256 | $4,577-50.7% | $3,955-43.0% | $4,663-51.6% |
| Participant deferral / active EE | $6,249 | $6,966-10.3% | $6,280-0.5% | $6,689-6.6% |
| Admin fee / account holder | $15,266 | $12,109+26.1% | $10,428+46.4% | $13,390+14.0% |