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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 | $110,818 | $67,602+63.9% | $82,312+34.6% | $70,126+58.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 13.28% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $9,064 | $1,755+416.5% | $2,428+273.2% | $2,343+286.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,634 | $4,512+69.2% | $5,608+36.1% | $4,645+64.3% |