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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 | $232,586 | $136,307+70.6% | $106,619+118.1% | $273,972-15.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.26% | 11.05%-0.8pp | 9.42%+0.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,904 | $5,190-63.3% | $3,947-51.8% | $4,869-60.9% |
| Participant deferral / active EE | $3,807 | $4,969-23.4% | $3,930-3.1% | $5,287-28.0% |
| Admin fee / account holder | $9,142 | $8,625+6.0% | $6,418+42.4% | $10,133-9.8% |