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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 | $106,864+14.0% | $147,318-17.3% | $82,637+47.5% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 15.05% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $4,699 | $3,417+37.5% | $4,593+2.3% | $2,552+84.1% |
| Participant deferral / active EE | $9,568 | $6,496+47.3% | $7,906+21.0% | $4,126+131.9% |
| Admin fee / account holder | $3,388 | $8,415-59.7% | $13,708-75.3% | $7,339-53.8% |