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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 | $108,518 | $73,978+46.7% | $96,515+12.4% | $75,173+44.4% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 20.46% | 26.72%-6.3pp | 35.73%-15.3pp | 160.72%-140.3pp |
| Employer contribution / active EE | $34,480 | $2,931+1076.5% | $3,740+822.0% | $2,671+1190.9% |
| Participant deferral / active EE | $3,626 | $3,660-0.9% | $4,880-25.7% | $4,126-12.1% |
| Admin fee / account holder | $6,874 | $5,219+31.7% | $6,735+2.1% | $5,651+21.7% |