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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 | $105,613 | $64,920+62.7% | $103,693+1.9% | $86,983+21.4% |
| Participation rate | 93.9% | 63.6%+30.3pp | 72.6%+21.2pp | 69.5%+24.3pp |
| Annual return | 12.72% | 30.29%-17.6pp | 47.61%-34.9pp | 25.83%-13.1pp |
| Employer contribution / active EE | $2,036 | $2,141-4.9% | $2,920-30.3% | $2,584-21.2% |
| Participant deferral / active EE | $7,044 | $3,241+117.3% | $4,579+53.8% | $4,194+68.0% |
| Admin fee / account holder | $14,635 | $6,191+136.4% | $7,858+86.2% | $7,856+86.3% |