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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 | $197,361 | $254,759-22.5% | $216,567-8.9% | $198,609-0.6% |
| Participation rate | 95.7% | 84.5%+11.1pp | 81.6%+14.0pp | 82.4%+13.3pp |
| Annual return | 12.34% | 10.04%+2.3pp | 12.94%-0.6pp | 202.70%-190.4pp |
| Employer contribution / active EE | $13,202 | $6,096+116.6% | $5,216+153.1% | $5,055+161.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,497 | $26,311-56.3% | $21,981-47.7% | $19,030-39.6% |