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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 | $84,940 | $73,955+14.9% | $96,520-12.0% | $75,181+13.0% |
| Participation rate | 86.9% | 66.4%+20.5pp | 74.3%+12.5pp | 67.2%+19.7pp |
| Annual return | 29.61% | 26.72%+2.9pp | 35.72%-6.1pp | 160.69%-131.1pp |
| Employer contribution / active EE | $8,923 | $2,930+204.5% | $3,739+138.7% | $2,671+234.1% |
| Participant deferral / active EE | $8,294 | $3,659+126.7% | $4,879+70.0% | $4,126+101.0% |
| Admin fee / account holder | $1,832 | $5,217-64.9% | $6,733-72.8% | $5,650-67.6% |