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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 | $230,645 | $99,345+132.2% | $84,753+172.1% | $273,970-15.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.10% | 22.93%-10.8pp | 22.78%-10.7pp | 41.46%-29.4pp |
| Employer contribution / active EE | $7,604 | $4,214+80.4% | $3,574+112.7% | $4,869+56.2% |
| Participant deferral / active EE | $5,877 | $4,270+37.6% | $3,712+58.3% | $5,287+11.2% |
| Admin fee / account holder | $12,315 | $6,645+85.3% | $5,333+130.9% | $10,132+21.5% |