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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 | $114,614 | $87,878+30.4% | $97,411+17.7% | $82,637+38.7% |
| Participation rate | 94.2% | 75.6%+18.6pp | 80.4%+13.8pp | 68.1%+26.2pp |
| Annual return | 17.63% | 54.63%-37.0pp | 34.72%-17.1pp | 53.51%-35.9pp |
| Employer contribution / active EE | $5,068 | $3,800+33.4% | $4,210+20.4% | $2,552+98.6% |
| Participant deferral / active EE | $6,413 | $5,525+16.1% | $5,886+9.0% | $4,126+55.4% |
| Admin fee / account holder | $799 | $6,743-88.2% | $7,145-88.8% | $7,339-89.1% |