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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 | $179,302 | $99,875+79.5% | $146,866+22.1% | $86,983+106.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.65% | 28.10%-12.4pp | 102.85%-87.2pp | 25.83%-10.2pp |
| Employer contribution / active EE | $2,641 | $3,224-18.1% | $4,425-40.3% | $2,584+2.2% |
| Participant deferral / active EE | $6,412 | $6,322+1.4% | $7,759-17.4% | $4,194+52.9% |
| Admin fee / account holder | $8,521 | $7,838+8.7% | $13,620-37.4% | $7,856+8.5% |