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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 | $126,043 | $110,212+14.4% | $96,534+30.6% | $139,466-9.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 21.57% | 26.42%-4.8pp | 25.88%-4.3pp | 373.66%-352.1pp |
| Employer contribution / active EE | $3,584 | $3,620-1.0% | $2,965+20.9% | $4,754-24.6% |
| Participant deferral / active EE | $6,263 | $5,547+12.9% | $4,851+29.1% | $6,712-6.7% |
| Admin fee / account holder | $3,361 | $11,599-71.0% | $8,253-59.3% | $11,409-70.5% |