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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 | $186,557 | $135,956+37.2% | $123,894+50.6% | $273,972-31.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.89% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,696 | $5,170-47.8% | $4,617-41.6% | $4,869-44.6% |
| Participant deferral / active EE | $5,242 | $6,343-17.4% | $5,984-12.4% | $5,287-0.9% |
| Admin fee / account holder | $696 | $9,817-92.9% | $8,357-91.7% | $10,133-93.1% |