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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 | $107,063 | $48,078+122.7% | $78,676+36.1% | $62,881+70.3% |
| Participation rate | 90.2% | 65.2%+25.0pp | 73.6%+16.7pp | 69.3%+20.9pp |
| Annual return | 5.17% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,240 | $2,015+11.2% | $2,850-21.4% | $2,281-1.8% |
| Participant deferral / active EE | $5,084 | $2,587+96.5% | $3,517+44.6% | $3,203+58.7% |
| Admin fee / account holder | $1,975 | $3,206-38.4% | $4,510-56.2% | $4,296-54.0% |