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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 | $112,729+63.8% | $98,716+87.1% | $137,256+34.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 20.29% | 38.48%-18.2pp | 31.81%-11.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $8,542 | $2,725+213.4% | $2,279+274.9% | $4,156+105.5% |
| Participant deferral / active EE | $6,038 | $4,640+30.1% | $4,048+49.2% | $6,407-5.8% |
| Admin fee / account holder | $522 | $10,129-94.8% | $8,703-94.0% | $12,270-95.7% |