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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 | $128,108 | $76,551+67.4% | $123,894+3.4% | $62,881+103.7% |
| Participation rate | 93.9% | 73.0%+21.0pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 10.29% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4,595 | $2,882+59.4% | $4,617-0.5% | $2,281+101.5% |
| Participant deferral / active EE | $7,062 | $4,840+45.9% | $5,984+18.0% | $3,203+120.5% |
| Admin fee / account holder | $961 | $4,826-80.1% | $8,357-88.5% | $4,296-77.6% |