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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 | $192,716 | $72,269+166.7% | $101,271+90.3% | $79,852+141.3% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.8%+17.1pp | 69.6%+23.2pp |
| Annual return | 15.01% | 22.29%-7.3pp | 46.48%-31.5pp | 31.72%-16.7pp |
| Employer contribution / active EE | $14,666 | $2,692+444.9% | $3,660+300.7% | $2,471+493.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,075 | $4,401-30.1% | $5,948-48.3% | $5,306-42.1% |