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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 | $115,254 | $94,031+22.6% | $115,768-0.4% | $82,448+39.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.4%+23.2pp | 68.1%+29.6pp |
| Annual return | 16.76% | 20.61%-3.8pp | 100.46%-83.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,075 | $2,323+32.3% | $2,940+4.6% | $2,551+20.5% |
| Participant deferral / active EE | $2,148 | $3,972-45.9% | $4,917-56.3% | $4,139-48.1% |
| Admin fee / account holder | $447 | $10,249-95.6% | $12,439-96.4% | $7,234-93.8% |