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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 | $93,801 | $65,361+43.5% | $92,903+1.0% | $72,983+28.5% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.5pp |
| Annual return | 22.95% | 42.11%-19.2pp | 109.43%-86.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $8,519 | $2,594+228.4% | $3,653+133.2% | $2,440+249.2% |
| Participant deferral / active EE | $1,474 | $3,128-52.9% | $4,238-65.2% | $3,608-59.2% |
| Admin fee / account holder | $4,529 | $4,251+6.5% | $5,795-21.8% | $5,124-11.6% |