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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 | $142,371 | $71,878+98.1% | $86,698+64.2% | $68,486+107.9% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | 6.03% | 3.53%+2.5pp | 35.95%-29.9pp | -7.85%+13.9pp |
| Employer contribution / active EE | $4,018 | $2,173+84.9% | $2,837+41.7% | $2,597+54.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,778 | $6,113-21.8% | $7,493-36.2% | $5,404-11.6% |