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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 | $99,740 | $75,541+32.0% | $152,093-34.4% | $82,637+20.7% |
| Participation rate | 73.7% | 66.5%+7.1pp | 77.8%-4.1pp | 68.1%+5.6pp |
| Annual return | 28.07% | 32.56%-4.5pp | 66.36%-38.3pp | 53.51%-25.4pp |
| Employer contribution / active EE | $5,004 | $2,622+90.8% | $4,175+19.9% | $2,552+96.1% |
| Participant deferral / active EE | $8,424 | $3,206+162.8% | $5,451+54.5% | $4,126+104.2% |
| Admin fee / account holder | $372 | $6,405-94.2% | $14,497-97.4% | $7,339-94.9% |