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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 | $198,468 | $46,599+325.9% | $64,101+209.6% | $75,173+164.0% |
| Participation rate | 96.8% | 65.9%+30.8pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 13.79% | 26.06%-12.3pp | 33.72%-19.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $9,433 | $1,975+377.5% | $2,749+243.2% | $2,671+253.2% |
| Participant deferral / active EE | $7,223 | $2,837+154.6% | $3,881+86.1% | $4,126+75.0% |
| Admin fee / account holder | $7,370 | $2,956+149.3% | $3,070+140.0% | $5,651+30.4% |