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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 | $88,996+158.2% | $78,004+194.5% | $138,895+65.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.91% | 28.03%-12.1pp | 31.07%-15.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,527 | $2,917-13.4% | $2,469+2.4% | $4,194-39.7% |
| Participant deferral / active EE | $12,216 | $4,724+158.6% | $4,092+198.6% | $6,396+91.0% |
| Admin fee / account holder | $4,815 | $8,807-45.3% | $7,578-36.5% | $12,562-61.7% |