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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 | $36,173 | $124,425-70.9% | $112,040-67.7% | $137,256-73.6% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 13.29% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,217 | $3,411+111.6% | $2,954+144.3% | $4,156+73.7% |
| Participant deferral / active EE | $7,228 | $5,718+26.4% | $5,098+41.8% | $6,407+12.8% |
| Admin fee / account holder | $25,171 | $15,207+65.5% | $12,098+108.1% | $12,270+105.1% |