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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 | $117,304 | $65,364+79.5% | $92,909+26.3% | $72,975+60.7% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 18.49% | 42.11%-23.6pp | 109.44%-90.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $3,096 | $2,594+19.4% | $3,653-15.2% | $2,440+26.9% |
| Participant deferral / active EE | $5,147 | $3,128+64.5% | $4,238+21.4% | $3,608+42.7% |
| Admin fee / account holder | $2,390 | $4,251-43.8% | $5,795-58.8% | $5,124-53.4% |