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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 | $128,969 | $106,864+20.7% | $147,318-12.5% | $82,637+56.1% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 14.25% | 27.49%-13.2pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $4,683 | $3,417+37.1% | $4,593+2.0% | $2,552+83.5% |
| Participant deferral / active EE | $7,883 | $6,496+21.4% | $7,906-0.3% | $4,126+91.0% |
| Admin fee / account holder | $18,068 | $8,415+114.7% | $13,708+31.8% | $7,339+146.2% |