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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 | $198,306 | $108,825+82.2% | $156,181+27.0% | $82,448+140.5% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 18.69% | 20.59%-1.9pp | 64.87%-46.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $12,752 | $2,870+344.4% | $4,294+197.0% | $2,551+399.9% |
| Participant deferral / active EE | $12,330 | $4,577+169.4% | $6,132+101.1% | $4,139+197.9% |
| Admin fee / account holder | $911 | $9,341-90.2% | $14,586-93.8% | $7,234-87.4% |