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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 | $86,107 | $59,440+44.9% | $70,160+22.7% | $75,177+14.5% |
| Participation rate | 97.4% | 71.6%+25.7pp | 78.8%+18.5pp | 67.2%+30.2pp |
| Annual return | 18.05% | 18.53%-0.5pp | 19.08%-1.0pp | 160.75%-142.7pp |
| Employer contribution / active EE | $4,961 | $3,307+50.0% | $4,285+15.8% | $2,671+85.7% |
| Participant deferral / active EE | $4,471 | $3,653+22.4% | $5,394-17.1% | $4,126+8.3% |
| Admin fee / account holder | $12,419 | $4,401+182.2% | $4,582+171.1% | $5,651+119.8% |