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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 | $173,510 | $87,166+99.1% | $76,735+126.1% | $137,256+26.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 20.48% | 26.50%-6.0pp | 29.77%-9.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $555 | $2,904-80.9% | $2,454-77.4% | $4,156-86.7% |
| Participant deferral / active EE | $1,080 | $4,726-77.1% | $4,088-73.6% | $6,407-83.1% |
| Admin fee / account holder | $2,395 | $8,403-71.5% | $7,189-66.7% | $12,270-80.5% |