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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 | $76,407+86.8% | $150,298-5.0% | $82,448+73.1% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 13.63% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,550 | $2,614+35.8% | $4,154-14.5% | $2,551+39.2% |
| Participant deferral / active EE | $8,869 | $3,214+175.9% | $5,453+62.7% | $4,139+114.3% |
| Admin fee / account holder | $13,998 | $6,352+120.4% | $14,116-0.8% | $7,234+93.5% |