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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 | $197,009 | $106,524+84.9% | $152,301+29.4% | $87,485+125.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.24% | 26.89%-7.6pp | 80.50%-61.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $26,923 | $3,371+698.6% | $4,624+482.2% | $2,596+937.0% |
| Participant deferral / active EE | $9,807 | $6,525+50.3% | $8,004+22.5% | $4,274+129.5% |
| Admin fee / account holder | $16,634 | $8,287+100.7% | $14,398+15.5% | $7,775+114.0% |