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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 | $113,395 | $87,132+30.1% | $105,624+7.4% | $80,959+40.1% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.3%+21.0pp | 67.7%+28.6pp |
| Annual return | 15.32% | 17.03%-1.7pp | 116.20%-100.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,511 | $2,397+4.8% | $3,168-20.7% | $2,757-8.9% |
| Participant deferral / active EE | $3,456 | $3,985-13.3% | $5,013-31.1% | $4,300-19.6% |
| Admin fee / account holder | $543 | $8,449-93.6% | $10,961-95.0% | $6,925-92.2% |