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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 | $86,919-25.0% | $102,457-36.4% | $80,911-19.4% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 44.28% | 18.90%+25.4pp | 29.41%+14.9pp | 35.63%+8.7pp |
| Employer contribution / active EE | $4,998 | $2,368+111.0% | $3,022+65.4% | $2,756+81.3% |
| Participant deferral / active EE | $13,379 | $4,119+224.8% | $5,054+164.7% | $4,297+211.3% |
| Admin fee / account holder | $3,824 | $8,049-52.5% | $9,451-59.5% | $6,935-44.9% |