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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 | $161,924 | $109,620+47.7% | $148,496+9.0% | $94,015+72.2% |
| Participation rate | 75.9% | 71.3%+4.6pp | 76.0%-0.2pp | 70.8%+5.0pp |
| Annual return | 21.39% | 17.54%+3.9pp | 12.33%+9.1pp | 17.84%+3.5pp |
| Employer contribution / active EE | $6,066 | $2,618+131.7% | $3,497+73.4% | $2,790+117.4% |
| Participant deferral / active EE | $10,395 | $3,831+171.3% | $4,808+116.2% | $4,249+144.6% |
| Admin fee / account holder | $29,134 | $10,050+189.9% | $19,547+49.0% | $8,951+225.5% |