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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 | $141,746 | $56,894+149.1% | $84,753+67.2% | $62,881+125.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.44% | 6.30%+3.1pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,776 | $2,400+57.4% | $3,574+5.6% | $2,281+65.6% |
| Participant deferral / active EE | $7,390 | $2,709+172.8% | $3,712+99.1% | $3,203+130.7% |
| Admin fee / account holder | $3,395 | $3,581-5.2% | $5,333-36.3% | $4,296-21.0% |