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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 | $166,933 | $57,575+189.9% | $124,067+34.6% | $86,983+91.9% |
| Participation rate | 100.0% | 62.3%+37.7pp | 66.9%+33.1pp | 69.5%+30.5pp |
| Annual return | 17.66% | 19.65%-2.0pp | 31.06%-13.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $3,625 | $1,615+124.4% | $2,166+67.4% | $2,584+40.3% |
| Participant deferral / active EE | $7,403 | $2,623+182.3% | $3,463+113.8% | $4,194+76.5% |
| Admin fee / account holder | $12,719 | $8,506+49.5% | $7,351+73.0% | $7,856+61.9% |