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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 | $153,858 | $58,627+162.4% | $76,735+100.5% | $82,448+86.6% |
| Participation rate | 92.0% | 63.2%+28.8pp | 69.5%+22.5pp | 68.1%+23.9pp |
| Annual return | 13.27% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $11,171 | $1,729+546.1% | $2,454+355.2% | $2,551+337.9% |
| Participant deferral / active EE | $7,931 | $3,134+153.1% | $4,088+94.0% | $4,139+91.6% |
| Admin fee / account holder | $4,673 | $5,323-12.2% | $7,189-35.0% | $7,234-35.4% |