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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 | $115,916 | $64,311+80.2% | $57,356+102.1% | $125,389-7.6% |
| Participation rate | 95.7% | 78.6%+17.0pp | 75.1%+20.6pp | 83.2%+12.5pp |
| Annual return | 1.84% | 25.14%-23.3pp | 24.41%-22.6pp | 282.24%-280.4pp |
| Employer contribution / active EE | $4,717 | $3,193+47.7% | $2,689+75.4% | $4,866-3.1% |
| Participant deferral / active EE | $4,867 | $3,846+26.5% | $3,162+53.9% | $5,352-9.1% |
| Admin fee / account holder | $6,677 | $5,243+27.4% | $3,357+98.9% | $9,541-30.0% |