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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 | $77,560 | $39,132+98.2% | $57,196+35.6% | $62,881+23.3% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | 9.67% | 9.24%+0.4pp | 14.59%-4.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $8,283 | $1,874+342.0% | $2,683+208.7% | $2,281+263.1% |
| Participant deferral / active EE | $7,499 | $2,374+215.8% | $3,096+142.2% | $3,203+134.1% |
| Admin fee / account holder | $1,172 | $2,594-54.8% | $3,141-62.7% | $4,296-72.7% |