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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 | $180,503 | $72,027+150.6% | $185,861-2.9% | $79,856+126.0% |
| Participation rate | 88.9% | 65.8%+23.1pp | 78.0%+10.8pp | 69.6%+19.2pp |
| Annual return | 26.02% | 23.13%+2.9pp | 35.96%-9.9pp | 31.71%-5.7pp |
| Employer contribution / active EE | $4,535 | $1,965+130.8% | $4,088+10.9% | $2,471+83.5% |
| Participant deferral / active EE | $9,013 | $3,780+138.5% | $5,634+60.0% | $3,741+140.9% |
| Admin fee / account holder | $3,198 | $4,513-29.1% | $9,503-66.3% | $5,306-39.7% |