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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 | $142,744 | $77,814+83.4% | $158,223-9.8% | $86,983+64.1% |
| Participation rate | 96.2% | 68.4%+27.7pp | 79.2%+17.0pp | 69.5%+26.6pp |
| Annual return | 13.63% | 30.54%-16.9pp | 52.09%-38.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $3,550 | $2,592+37.0% | $4,109-13.6% | $2,584+37.4% |
| Participant deferral / active EE | $8,869 | $3,270+171.3% | $5,467+62.2% | $4,194+111.5% |
| Admin fee / account holder | $13,998 | $5,879+138.1% | $16,047-12.8% | $7,856+78.2% |