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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 | $188,967 | $81,446+132.0% | $103,374+82.8% | $80,874+133.7% |
| Participation rate | 98.6% | 66.9%+31.8pp | 74.5%+24.1pp | 67.6%+31.0pp |
| Annual return | 10.87% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $11,532 | $3,107+271.1% | $3,869+198.0% | $2,756+318.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,273 | $6,715-51.3% | $8,394-61.0% | $6,935-52.8% |