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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 | $127,054 | $93,589+35.8% | $135,942-6.5% | $75,181+69.0% |
| Participation rate | 77.1% | 75.2%+2.0pp | 81.9%-4.8pp | 67.2%+9.9pp |
| Annual return | 22.21% | 30.90%-8.7pp | 68.28%-46.1pp | 160.69%-138.5pp |
| Employer contribution / active EE | $4,193 | $3,537+18.5% | $4,858-13.7% | $2,671+57.0% |
| Participant deferral / active EE | $9,649 | $6,405+50.6% | $7,759+24.4% | $4,126+133.9% |
| Admin fee / account holder | $6,372 | $6,977-8.7% | $10,764-40.8% | $5,650+12.8% |