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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 | $97,860 | $76,407+28.1% | $150,298-34.9% | $82,448+18.7% |
| Participation rate | 89.5% | 66.4%+23.1pp | 77.8%+11.7pp | 68.1%+21.4pp |
| Annual return | 18.45% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $9,384 | $2,614+259.0% | $4,154+125.9% | $2,551+267.9% |
| Participant deferral / active EE | $2,013 | $3,214-37.4% | $5,453-63.1% | $4,139-51.4% |
| Admin fee / account holder | $8,431 | $6,352+32.7% | $14,116-40.3% | $7,234+16.5% |