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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 | $140,329 | $106,749+31.5% | $145,433-3.5% | $82,448+70.2% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 29.69% | 27.59%+2.1pp | 66.58%-36.9pp | 41.64%-12.0pp |
| Employer contribution / active EE | $9,234 | $3,444+168.1% | $4,554+102.7% | $2,551+262.0% |
| Participant deferral / active EE | $7,066 | $6,519+8.4% | $7,897-10.5% | $4,139+70.7% |
| Admin fee / account holder | $2,083 | $8,390-75.2% | $13,129-84.1% | $7,234-71.2% |