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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 | $105,848 | $78,705+34.5% | $117,857-10.2% | $70,131+50.9% |
| Participation rate | 78.9% | 73.2%+5.8pp | 79.7%-0.7pp | 69.5%+9.4pp |
| Annual return | 18.17% | 23.30%-5.1pp | 335.09%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,897 | $2,223+30.3% | $3,786-23.5% | $2,342+23.7% |
| Participant deferral / active EE | $5,606 | $3,297+70.0% | $4,482+25.1% | $3,332+68.3% |
| Admin fee / account holder | $2,669 | $5,065-47.3% | $8,020-66.7% | $4,645-42.5% |