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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 | $90,674+26.4% | $96,707+18.5% | $82,448+39.0% |
| Participation rate | 94.2% | 75.9%+18.3pp | 80.4%+13.9pp | 68.1%+26.2pp |
| Annual return | 17.63% | 49.05%-31.4pp | 34.78%-17.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $5,068 | $3,975+27.5% | $4,191+20.9% | $2,551+98.7% |
| Participant deferral / active EE | $6,413 | $5,696+12.6% | $5,997+6.9% | $4,139+54.9% |
| Admin fee / account holder | $799 | $7,568-89.4% | $7,503-89.4% | $7,234-89.0% |