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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 | $219,754 | $136,860+60.6% | $120,344+82.6% | $154,746+42.0% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 11.97% | 21.38%-9.4pp | 20.30%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $19,661 | $3,533+456.5% | $3,020+551.0% | $4,379+349.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19,741 | $15,393+28.3% | $12,742+54.9% | $14,365+37.4% |