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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 | $209,022 | $102,245+104.4% | $89,340+134.0% | $137,256+52.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.56% | 21.89%+1.7pp | 20.57%+3.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $7,928 | $2,529+213.4% | $2,231+255.3% | $4,156+90.7% |
| Participant deferral / active EE | $14,500 | $4,436+226.8% | $3,823+279.3% | $6,407+126.3% |
| Admin fee / account holder | $1,399 | $8,085-82.7% | $6,704-79.1% | $12,270-88.6% |