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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 | $141,507 | $95,453+48.2% | $112,040+26.3% | $82,448+71.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.45% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,118 | $2,318+77.7% | $2,954+39.4% | $2,551+61.4% |
| Participant deferral / active EE | $15,093 | $4,224+257.3% | $5,098+196.1% | $4,139+264.6% |
| Admin fee / account holder | $2,010 | $9,013-77.7% | $12,098-83.4% | $7,234-72.2% |