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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 | $126,012 | $101,778+23.8% | $164,975-23.6% | $80,925+55.7% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.1pp | 67.7%+15.1pp |
| Annual return | 14.11% | 16.73%-2.6pp | 70.12%-56.0pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,982 | $2,954-32.9% | $4,343-54.4% | $2,756-28.1% |
| Participant deferral / active EE | $4,307 | $4,477-3.8% | $6,033-28.6% | $4,299+0.2% |
| Admin fee / account holder | $19,903 | $8,221+142.1% | $12,688+56.9% | $6,940+186.8% |