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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 | $60,772 | $106,749-43.1% | $145,433-58.2% | $82,448-26.3% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 38.50% | 27.59%+10.9pp | 66.58%-28.1pp | 41.64%-3.1pp |
| Employer contribution / active EE | $6,773 | $3,444+96.6% | $4,554+48.7% | $2,551+165.5% |
| Participant deferral / active EE | $12,304 | $6,519+88.8% | $7,897+55.8% | $4,139+197.3% |
| Admin fee / account holder | $9,415 | $8,390+12.2% | $13,129-28.3% | $7,234+30.1% |