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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 | $175,388 | $105,960+65.5% | $81,726+114.6% | $158,982+10.3% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.0%+17.5pp | 82.0%+7.5pp |
| Annual return | 14.42% | 38.19%-23.8pp | 29.49%-15.1pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,718 | $7,805-78.0% | $4,311-60.2% | $4,763-63.9% |
| Participant deferral / active EE | $7,362 | $13,011-43.4% | $7,108+3.6% | $5,983+23.0% |
| Admin fee / account holder | $1,142 | $8,494-86.6% | $5,160-77.9% | $11,252-89.8% |