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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 | $102,439 | $64,307+59.3% | $57,349+78.6% | $125,388-18.3% |
| Participation rate | 81.8% | 78.6%+3.2pp | 75.1%+6.7pp | 83.2%-1.4pp |
| Annual return | 1.73% | 25.14%-23.4pp | 24.40%-22.7pp | 282.24%-280.5pp |
| Employer contribution / active EE | $12,880 | $3,193+303.4% | $2,689+379.0% | $4,866+164.7% |
| Participant deferral / active EE | $9,216 | $3,847+139.6% | $3,162+191.5% | $5,352+72.2% |
| Admin fee / account holder | $2,876 | $5,242-45.1% | $3,356-14.3% | $9,541-69.9% |