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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 | $229,752 | $106,588+115.6% | $94,215+143.9% | $155,188+48.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.91% | 29.39%-13.5pp | 28.22%-12.3pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,527 | $3,080-17.9% | $2,675-5.5% | $4,248-40.5% |
| Participant deferral / active EE | $12,216 | $4,802+154.4% | $4,276+185.7% | $6,531+87.0% |
| Admin fee / account holder | $4,815 | $12,281-60.8% | $10,216-52.9% | $14,480-66.7% |