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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 | $235,862 | $135,956+73.5% | $123,894+90.4% | $273,972-13.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.50% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $5,714 | $5,170+10.5% | $4,617+23.8% | $4,869+17.4% |
| Participant deferral / active EE | $13,592 | $6,343+114.3% | $5,984+127.1% | $5,287+157.1% |
| Admin fee / account holder | $2,834 | $9,817-71.1% | $8,357-66.1% | $10,133-72.0% |