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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 | $235,521 | $153,769+53.2% | $133,975+75.8% | $273,972-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.80% | 36.51%-21.7pp | 29.29%-14.5pp | 41.46%-26.7pp |
| Employer contribution / active EE | $9,090 | $6,029+50.8% | $5,211+74.4% | $4,869+86.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $807 | $11,765-93.1% | $9,324-91.3% | $10,133-92.0% |