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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 | $219,248 | $73,981+196.4% | $105,754+107.3% | $62,881+248.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 7.75% | 17.60%-9.9pp | 12.25%-4.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,467 | $2,856+91.4% | $4,079+34.0% | $2,281+139.7% |
| Participant deferral / active EE | $5,842 | $4,038+44.7% | $5,326+9.7% | $3,203+82.4% |
| Admin fee / account holder | $1,276 | $5,976-78.6% | $8,309-84.6% | $4,296-70.3% |