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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 | $229,826 | $199,109+15.4% | $173,730+32.3% | $154,746+48.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.38% | 20.02%-7.6pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $5,480 | $5,311+3.2% | $4,577+19.7% | $4,379+25.1% |
| Participant deferral / active EE | $13,081 | $7,113+83.9% | $6,326+106.8% | $6,730+94.4% |
| Admin fee / account holder | $38,357 | $20,916+83.4% | $17,523+118.9% | $14,365+167.0% |