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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 | $96,420 | $90,509+6.5% | $78,693+22.5% | $273,968-64.8% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 6.77% | 75.61%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,599 | $3,175+44.9% | $2,850+61.4% | $4,869-5.5% |
| Participant deferral / active EE | $3,886 | $3,901-0.4% | $3,517+10.5% | $5,287-26.5% |
| Admin fee / account holder | $1,205 | $5,264-77.1% | $4,511-73.3% | $10,132-88.1% |