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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 | $148,266 | $87,166+70.1% | $76,735+93.2% | $137,256+8.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.22% | 26.50%-8.3pp | 29.77%-11.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,211 | $2,904+45.0% | $2,454+71.6% | $4,156+1.3% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,154 | $8,403-14.9% | $7,189-0.5% | $12,270-41.7% |