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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 | $140,405 | $275,752-49.1% | $256,809-45.3% | $198,609-29.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.21% | 34.81%-14.6pp | 32.73%-12.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $4,543 | $7,721-41.2% | $7,263-37.5% | $5,055-10.1% |
| Participant deferral / active EE | $9,574 | $10,037-4.6% | $9,520+0.6% | $6,977+37.2% |
| Admin fee / account holder | $8,267 | $25,716-67.9% | $25,146-67.1% | $19,030-56.6% |