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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 | $170,078 | $112,729+50.9% | $98,716+72.3% | $137,256+23.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.06% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,372 | $2,725+23.7% | $2,279+48.0% | $4,156-18.9% |
| Participant deferral / active EE | $22,489 | $4,640+384.7% | $4,048+455.6% | $6,407+251.0% |
| Admin fee / account holder | $14,573 | $10,129+43.9% | $8,703+67.4% | $12,270+18.8% |