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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 | $106,597 | $91,559+16.4% | $133,978-20.4% | $79,856+33.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.70% | 61.85%-47.2pp | 45.10%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,402 | $2,384+0.8% | $3,919-38.7% | $2,471-2.8% |
| Participant deferral / active EE | $5,566 | $3,734+49.1% | $5,047+10.3% | $3,741+48.8% |
| Admin fee / account holder | $5,737 | $6,321-9.2% | $8,930-35.8% | $5,306+8.1% |