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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 | $128,402 | $99,875+28.6% | $146,866-12.6% | $86,983+47.6% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.5%+18.8pp |
| Annual return | 16.63% | 28.10%-11.5pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $3,545 | $3,224+9.9% | $4,425-19.9% | $2,584+37.1% |
| Participant deferral / active EE | $6,862 | $6,322+8.5% | $7,759-11.6% | $4,194+63.6% |
| Admin fee / account holder | $1,475 | $7,838-81.2% | $13,620-89.2% | $7,856-81.2% |