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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 | $207,219 | $152,394+36.0% | $124,067+67.0% | $155,188+33.5% |
| Participation rate | 75.0% | 68.8%+6.2pp | 66.9%+8.1pp | 80.8%-5.8pp |
| Annual return | 16.26% | 34.93%-18.7pp | 31.06%-14.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $12,887 | $2,398+437.5% | $2,166+495.1% | $4,248+203.4% |
| Participant deferral / active EE | $11,459 | $3,823+199.8% | $3,463+230.9% | $6,531+75.4% |
| Admin fee / account holder | $802 | $6,949-88.5% | $7,351-89.1% | $14,480-94.5% |