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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 | $184,673 | $124,980+47.8% | $108,359+70.4% | $154,746+19.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 20.29% | 45.00%-24.7pp | 36.89%-16.6pp | 172.34%-152.0pp |
| Employer contribution / active EE | $8,542 | $2,851+199.6% | $2,399+256.0% | $4,379+95.1% |
| Participant deferral / active EE | $6,038 | $4,743+27.3% | $4,137+45.9% | $6,730-10.3% |
| Admin fee / account holder | $522 | $11,502-95.5% | $9,741-94.6% | $14,365-96.4% |