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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 | $115,730 | $73,988+56.4% | $96,538+19.9% | $75,177+53.9% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+21.9pp | 67.2%+29.1pp |
| Annual return | 23.79% | 26.73%-2.9pp | 35.74%-12.0pp | 160.75%-137.0pp |
| Employer contribution / active EE | $5,280 | $2,930+80.2% | $3,740+41.2% | $2,671+97.7% |
| Participant deferral / active EE | $8,365 | $3,660+128.5% | $4,880+71.4% | $4,126+102.7% |
| Admin fee / account holder | $466 | $5,220-91.1% | $6,737-93.1% | $5,651-91.7% |