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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 | $70,004 | $54,763+27.8% | $90,324-22.5% | $72,976-4.1% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 22.99% | 30.63%-7.6pp | 78.15%-55.2pp | 81.02%-58.0pp |
| Employer contribution / active EE | $4,142 | $2,093+97.9% | $2,856+45.0% | $2,440+69.8% |
| Participant deferral / active EE | $5,263 | $2,887+82.3% | $3,885+35.5% | $3,608+45.9% |
| Admin fee / account holder | $4,253 | $3,973+7.0% | $5,356-20.6% | $5,124-17.0% |