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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 | $120,506 | $86,940+38.6% | $102,434+17.6% | $80,935+48.9% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.7%+28.8pp |
| Annual return | 13.61% | 18.89%-5.3pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $6,107 | $2,370+157.7% | $3,023+102.0% | $2,757+121.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,545 | $8,047+93.2% | $9,462+64.3% | $6,924+124.5% |