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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 | $126,869 | $177,595-28.6% | $148,496-14.6% | $198,609-36.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 15.86% | 9.97%+5.9pp | 12.33%+3.5pp | 202.70%-186.8pp |
| Employer contribution / active EE | $7,013 | $4,098+71.1% | $3,497+100.5% | $5,055+38.7% |
| Participant deferral / active EE | $4,111 | $5,539-25.8% | $4,808-14.5% | $6,977-41.1% |
| Admin fee / account holder | $445 | $27,010-98.4% | $19,547-97.7% | $19,030-97.7% |