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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 | $243,996 | $162,967+49.7% | $135,792+79.7% | $138,895+75.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.66% | 30.08%-14.4pp | 25.96%-10.3pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,149 | $4,211-72.7% | $3,496-67.1% | $4,194-72.6% |
| Participant deferral / active EE | $6,128 | $5,640+8.6% | $4,759+28.8% | $6,396-4.2% |
| Admin fee / account holder | $2,292 | $15,306-85.0% | $12,266-81.3% | $12,562-81.8% |