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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 | $118,574 | $81,358+45.7% | $155,556-23.8% | $80,959+46.5% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 15.66% | 33.39%-17.7pp | 64.84%-49.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $5,379 | $3,106+73.2% | $4,675+15.0% | $2,757+95.1% |
| Participant deferral / active EE | $3,233 | $3,455-6.4% | $5,631-42.6% | $4,300-24.8% |
| Admin fee / account holder | $1,769 | $7,994-77.9% | $15,885-88.9% | $6,925-74.5% |