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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 | $81,504+85.4% | $102,437+47.5% | $80,959+86.7% |
| Participation rate | 92.3% | 66.9%+25.5pp | 74.5%+17.8pp | 67.7%+24.6pp |
| Annual return | 14.57% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $13,113 | $3,104+322.5% | $3,871+238.8% | $2,757+375.6% |
| Participant deferral / active EE | $2,677 | $3,871-30.8% | $5,060-47.1% | $4,300-37.7% |
| Admin fee / account holder | $10,044 | $6,719+49.5% | $8,388+19.7% | $6,925+45.0% |