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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 | $117,253 | $67,602+73.4% | $82,312+42.4% | $70,126+67.2% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 15.03% | 21.57%-6.5pp | 25.88%-10.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $14,415 | $1,755+721.4% | $2,428+493.6% | $2,343+515.4% |
| Participant deferral / active EE | $11,005 | $2,987+268.4% | $3,706+196.9% | $3,332+230.3% |
| Admin fee / account holder | $4,042 | $4,512-10.4% | $5,608-27.9% | $4,645-13.0% |