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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 | $138,013 | $78,423+76.0% | $95,964+43.8% | $79,856+72.8% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 16.74% | 19.37%-2.6pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,919 | $1,945-1.4% | $2,541-24.5% | $2,471-22.4% |
| Participant deferral / active EE | $4,577 | $3,440+33.0% | $4,167+9.8% | $3,741+22.4% |
| Admin fee / account holder | $3,942 | $5,622-29.9% | $6,797-42.0% | $5,306-25.7% |