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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 | $137,228 | $77,638+76.8% | $156,551-12.3% | $62,881+118.2% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+13.9pp | 69.3%+28.7pp |
| Annual return | 6.10% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,348 | $3,444-60.9% | $5,501-75.5% | $2,281-40.9% |
| Participant deferral / active EE | $4,456 | $3,046+46.3% | $4,871-8.5% | $3,203+39.1% |
| Admin fee / account holder | $3,437 | $5,561-38.2% | $13,028-73.6% | $4,296-20.0% |