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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 | $102,133 | $71,353+43.1% | $92,805+10.1% | $86,983+17.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 17.44% | 44.68%-27.2pp | 31.59%-14.1pp | 25.83%-8.4pp |
| Employer contribution / active EE | $3,785 | $2,468+53.3% | $3,424+10.5% | $2,584+46.4% |
| Participant deferral / active EE | $11,183 | $6,966+60.5% | $8,448+32.4% | $4,194+166.7% |
| Admin fee / account holder | $13,345 | $6,099+118.8% | $10,911+22.3% | $7,856+69.9% |