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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 | $65,176 | $86,940-25.0% | $102,434-36.4% | $80,935-19.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 44.28% | 18.89%+25.4pp | 29.46%+14.8pp | 35.66%+8.6pp |
| Employer contribution / active EE | $4,998 | $2,370+110.9% | $3,023+65.3% | $2,757+81.3% |
| Participant deferral / active EE | $13,379 | $4,121+224.6% | $5,055+164.7% | $4,299+211.2% |
| Admin fee / account holder | $3,824 | $8,047-52.5% | $9,462-59.6% | $6,924-44.8% |