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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 | $81,233+46.0% | $155,567-23.8% | $80,874+46.6% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.6pp |
| Annual return | 15.66% | 33.33%-17.7pp | 64.74%-49.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $5,379 | $3,101+73.5% | $4,674+15.1% | $2,756+95.2% |
| Participant deferral / active EE | $3,233 | $3,452-6.3% | $5,628-42.5% | $4,297-24.8% |
| Admin fee / account holder | $1,769 | $7,998-77.9% | $15,916-88.9% | $6,935-74.5% |