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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 | $180,770 | $100,970+79.0% | $96,576+87.2% | $137,256+31.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.73% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,808 | $3,8090% | $3,553+7.2% | $4,156-8.4% |
| Participant deferral / active EE | $8,413 | $8,286+1.5% | $7,956+5.7% | $6,407+31.3% |
| Admin fee / account holder | $5,810 | $11,312-48.6% | $11,381-48.9% | $12,270-52.6% |