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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 | $126,590 | $110,137+14.9% | $161,149-21.4% | $82,637+53.2% |
| Participation rate | 93.2% | 72.4%+20.8pp | 78.8%+14.3pp | 68.1%+25.1pp |
| Annual return | 14.75% | 20.69%-5.9pp | 21.16%-6.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $4,962 | $2,856+73.7% | $4,360+13.8% | $2,552+94.4% |
| Participant deferral / active EE | $6,762 | $4,575+47.8% | $6,153+9.9% | $4,126+63.9% |
| Admin fee / account holder | $2,527 | $9,467-73.3% | $15,194-83.4% | $7,339-65.6% |