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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 | $102,680 | $87,106+17.9% | $105,607-2.8% | $80,935+26.9% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 12.46% | 17.01%-4.5pp | 116.11%-103.6pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,871 | $2,396+19.8% | $3,167-9.3% | $2,757+4.2% |
| Participant deferral / active EE | $1,871 | $3,986-53.1% | $5,011-62.7% | $4,299-56.5% |
| Admin fee / account holder | $1,742 | $8,447-79.4% | $10,958-84.1% | $6,924-74.8% |