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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 | $205,992 | $93,617+120.0% | $135,982+51.5% | $75,177+174.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.78% | 30.89%-5.1pp | 68.32%-42.5pp | 160.75%-135.0pp |
| Employer contribution / active EE | $2,966 | $3,538-16.2% | $4,859-39.0% | $2,671+11.1% |
| Participant deferral / active EE | $7,396 | $6,406+15.5% | $7,760-4.7% | $4,126+79.2% |
| Admin fee / account holder | $1,553 | $6,980-77.7% | $10,767-85.6% | $5,651-72.5% |