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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 | $93,030 | $81,358+14.3% | $155,556-40.2% | $80,959+14.9% |
| Participation rate | 77.6% | 66.3%+11.3pp | 78.2%-0.7pp | 67.7%+9.9pp |
| Annual return | 13.52% | 33.39%-19.9pp | 64.84%-51.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $6,395 | $3,106+105.9% | $4,675+36.8% | $2,757+131.9% |
| Participant deferral / active EE | $4,557 | $3,455+31.9% | $5,631-19.1% | $4,300+6.0% |
| Admin fee / account holder | $2,551 | $7,994-68.1% | $15,885-83.9% | $6,925-63.2% |