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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 | $200,934 | $135,956+47.8% | $123,894+62.2% | $273,972-26.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.94% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,590 | $5,170+46.8% | $4,617+64.4% | $4,869+55.9% |
| Participant deferral / active EE | $11,215 | $6,343+76.8% | $5,984+87.4% | $5,287+112.1% |
| Admin fee / account holder | $2,489 | $9,817-74.7% | $8,357-70.2% | $10,133-75.4% |