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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 | $107,209 | $45,050+138.0% | $63,018+70.1% | $70,126+52.9% |
| Participation rate | 80.4% | 69.5%+10.9pp | 74.8%+5.6pp | 69.5%+10.9pp |
| Annual return | 17.90% | 18.76%-0.9pp | 87.62%-69.7pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,580 | $2,052+74.5% | $2,761+29.7% | $2,343+52.8% |
| Participant deferral / active EE | $1,495 | $2,466-39.3% | $3,330-55.1% | $3,332-55.1% |
| Admin fee / account holder | $3,391 | $2,834+19.6% | $3,601-5.8% | $4,645-27.0% |