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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 | $61,323 | $106,864-42.6% | $147,318-58.4% | $82,637-25.8% |
| Participation rate | 96.6% | 75.5%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 23.60% | 27.49%-3.9pp | 70.43%-46.8pp | 53.51%-29.9pp |
| Employer contribution / active EE | $4,646 | $3,417+36.0% | $4,593+1.1% | $2,552+82.0% |
| Participant deferral / active EE | $11,199 | $6,496+72.4% | $7,906+41.6% | $4,126+171.4% |
| Admin fee / account holder | $14,464 | $8,415+71.9% | $13,708+5.5% | $7,339+97.1% |