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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 | $121,861 | $99,875+22.0% | $146,866-17.0% | $86,983+40.1% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 15.05% | 28.10%-13.0pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $4,699 | $3,224+45.8% | $4,425+6.2% | $2,584+81.8% |
| Participant deferral / active EE | $9,568 | $6,322+51.3% | $7,759+23.3% | $4,194+128.1% |
| Admin fee / account holder | $3,388 | $7,838-56.8% | $13,620-75.1% | $7,856-56.9% |