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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 | $194,595 | $140,592+38.4% | $123,106+58.1% | $125,388+55.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.01% | 16.80%-14.8pp | 13.22%-11.2pp | 282.24%-280.2pp |
| Employer contribution / active EE | $7,767 | $6,041+28.6% | $5,151+50.8% | $4,866+59.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,946 | $11,198-38.0% | $9,015-23.0% | $9,541-27.2% |