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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 | $121,247 | $99,875+21.4% | $146,866-17.4% | $86,983+39.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 29.84% | 28.10%+1.7pp | 102.85%-73.0pp | 25.83%+4.0pp |
| Employer contribution / active EE | $8,869 | $3,224+175.1% | $4,425+100.4% | $2,584+243.2% |
| Participant deferral / active EE | $10,281 | $6,322+62.6% | $7,759+32.5% | $4,194+145.2% |
| Admin fee / account holder | $3,285 | $7,838-58.1% | $13,620-75.9% | $7,856-58.2% |