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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 | $220,143 | $106,749+106.2% | $145,433+51.4% | $82,448+167.0% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 17.60% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,861 | $3,444-17.0% | $4,554-37.2% | $2,551+12.1% |
| Participant deferral / active EE | $11,597 | $6,519+77.9% | $7,897+46.9% | $4,139+180.2% |
| Admin fee / account holder | $833 | $8,390-90.1% | $13,129-93.7% | $7,234-88.5% |