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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 | $235,219 | $149,679+57.1% | $117,039+101.0% | $147,586+59.4% |
| Participation rate | 91.3% | 83.5%+7.8pp | 77.2%+14.1pp | 82.8%+8.5pp |
| Annual return | 27.86% | 19.31%+8.5pp | 18.95%+8.9pp | 578.59%-550.7pp |
| Employer contribution / active EE | $6,522 | $4,937+32.1% | $3,785+72.3% | $4,876+33.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,126 | $7,856-72.9% | $5,974-64.4% | $10,886-80.5% |