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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 | $186,875 | $112,729+65.8% | $98,716+89.3% | $137,256+36.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.47% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,538 | $2,725-6.9% | $2,279+11.4% | $4,156-38.9% |
| Participant deferral / active EE | $8,166 | $4,640+76.0% | $4,048+101.7% | $6,407+27.5% |
| Admin fee / account holder | $9,398 | $10,129-7.2% | $8,703+8.0% | $12,270-23.4% |