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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 | $99,875+40.5% | $146,866-4.5% | $86,983+61.3% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.5%+11.2pp |
| Annual return | 29.69% | 28.10%+1.6pp | 102.85%-73.2pp | 25.83%+3.9pp |
| Employer contribution / active EE | $9,234 | $3,224+186.4% | $4,425+108.7% | $2,584+257.3% |
| Participant deferral / active EE | $7,066 | $6,322+11.8% | $7,759-8.9% | $4,194+68.5% |
| Admin fee / account holder | $2,083 | $7,838-73.4% | $13,620-84.7% | $7,856-73.5% |