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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 | $67,160 | $106,749-37.1% | $145,433-53.8% | $82,448-18.5% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 49.72% | 27.59%+22.1pp | 66.58%-16.9pp | 41.64%+8.1pp |
| Employer contribution / active EE | $4,924 | $3,444+42.9% | $4,554+8.1% | $2,551+93.0% |
| Participant deferral / active EE | $10,696 | $6,519+64.1% | $7,897+35.4% | $4,139+158.4% |
| Admin fee / account holder | $2,366 | $8,390-71.8% | $13,129-82.0% | $7,234-67.3% |