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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 | $97,739 | $183,627-46.8% | $155,602-37.2% | $145,978-33.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.76% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $5,821 | $5,316+9.5% | $4,675+24.5% | $4,662+24.9% |
| Participant deferral / active EE | $5,021 | $6,466-22.3% | $5,629-10.8% | $6,690-24.9% |
| Admin fee / account holder | $2,608 | $19,327-86.5% | $15,923-83.6% | $13,400-80.5% |