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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 | $98,762 | $76,407+29.3% | $150,298-34.3% | $82,448+19.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 77.8%-6.3pp | 68.1%+3.4pp |
| Annual return | 14.18% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,250 | $2,614-13.9% | $4,154-45.8% | $2,551-11.8% |
| Participant deferral / active EE | $7,294 | $3,214+126.9% | $5,453+33.8% | $4,139+76.2% |
| Admin fee / account holder | $3,299 | $6,352-48.1% | $14,116-76.6% | $7,234-54.4% |