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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 | $93,196 | $99,875-6.7% | $146,866-36.5% | $86,983+7.1% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 16.61% | 28.10%-11.5pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $5,588 | $3,224+73.3% | $4,425+26.3% | $2,584+116.2% |
| Participant deferral / active EE | $11,150 | $6,322+76.4% | $7,759+43.7% | $4,194+165.9% |
| Admin fee / account holder | $4,991 | $7,838-36.3% | $13,620-63.4% | $7,856-36.5% |