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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 | $122,630 | $95,453+28.5% | $112,040+9.5% | $82,448+48.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.61% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,410 | $2,318+176.5% | $2,954+117.0% | $2,551+151.3% |
| Participant deferral / active EE | $16,223 | $4,224+284.1% | $5,098+218.2% | $4,139+291.9% |
| Admin fee / account holder | $3,484 | $9,013-61.3% | $12,098-71.2% | $7,234-51.8% |