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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 | $112,532 | $77,472+45.3% | $100,415+12.1% | $80,959+39.0% |
| Participation rate | 96.2% | 76.9%+19.2pp | 81.5%+14.6pp | 67.7%+28.5pp |
| Annual return | 13.79% | 37.26%-23.5pp | 49.47%-35.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $4,354 | $2,800+55.5% | $3,943+10.4% | $2,757+57.9% |
| Participant deferral / active EE | $6,341 | $6,818-7.0% | $8,091-21.6% | $4,300+47.5% |
| Admin fee / account holder | $1,023 | $5,885-82.6% | $7,906-87.1% | $6,925-85.2% |