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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 | $202,919 | $136,307+48.9% | $106,619+90.3% | $273,972-25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.73% | 11.05%-5.3pp | 9.42%-3.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $19,845 | $5,190+282.4% | $3,947+402.8% | $4,869+307.6% |
| Participant deferral / active EE | $7,533 | $4,969+51.6% | $3,930+91.7% | $5,287+42.5% |
| Admin fee / account holder | $1,707 | $8,625-80.2% | $6,418-73.4% | $10,133-83.2% |