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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 | $198,659 | $174,379+13.9% | $152,093+30.6% | $138,895+43.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.50% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,523 | $4,652-24.3% | $4,175-15.6% | $4,194-16.0% |
| Participant deferral / active EE | $10,887 | $6,159+76.8% | $5,451+99.7% | $6,396+70.2% |
| Admin fee / account holder | $3,586 | $16,880-78.8% | $14,497-75.3% | $12,562-71.5% |