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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 | $212,772 | $124,213+71.3% | $118,106+80.2% | $154,746+37.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 15.43% | 18.29%-2.9pp | 19.44%-4.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $6,263 | $4,905+27.7% | $4,698+33.3% | $4,379+43.0% |
| Participant deferral / active EE | $7,999 | $6,859+16.6% | $6,619+20.9% | $6,730+18.9% |
| Admin fee / account holder | $7,171 | $9,627-25.5% | $8,973-20.1% | $14,365-50.1% |