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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 | $151,145 | $81,446+85.6% | $103,374+46.2% | $80,874+86.9% |
| Participation rate | 92.3% | 66.9%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 14.57% | 25.57%-11.0pp | 24.89%-10.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $13,113 | $3,107+322.0% | $3,869+238.9% | $2,756+375.9% |
| Participant deferral / active EE | $2,677 | $3,870-30.8% | $5,058-47.1% | $4,297-37.7% |
| Admin fee / account holder | $10,044 | $6,715+49.6% | $8,394+19.7% | $6,935+44.8% |