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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 | $131,616 | $110,410+19.2% | $102,437+28.5% | $145,897-9.8% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 22.14% | 24.85%-2.7pp | 24.95%-2.8pp | 552.29%-530.2pp |
| Employer contribution / active EE | $1,700 | $4,217-59.7% | $3,871-56.1% | $4,663-63.5% |
| Participant deferral / active EE | $6,747 | $5,622+20.0% | $5,060+33.3% | $6,689+0.9% |
| Admin fee / account holder | $473 | $9,745-95.1% | $8,388-94.4% | $13,390-96.5% |