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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 | $98,163 | $81,358+20.7% | $155,556-36.9% | $80,959+21.3% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 17.59% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.1pp |
| Employer contribution / active EE | $4,782 | $3,106+54.0% | $4,675+2.3% | $2,757+73.5% |
| Participant deferral / active EE | $11,561 | $3,455+234.6% | $5,631+105.3% | $4,300+168.8% |
| Admin fee / account holder | $916 | $7,994-88.5% | $15,885-94.2% | $6,925-86.8% |