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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 | $194,442 | $102,609+89.5% | $98,090+98.2% | $138,895+40.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.19% | 36.44%-20.3pp | 37.05%-20.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $15,132 | $3,867+291.3% | $3,606+319.6% | $4,194+260.8% |
| Participant deferral / active EE | $8,480 | $8,167+3.8% | $7,845+8.1% | $6,396+32.6% |
| Admin fee / account holder | $2,894 | $11,434-74.7% | $11,815-75.5% | $12,562-77.0% |