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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 | $122,684 | $69,590+76.3% | $136,867-10.4% | $94,015+30.5% |
| Participation rate | 90.6% | 66.3%+24.3pp | 74.5%+16.1pp | 70.8%+19.8pp |
| Annual return | 11.89% | 19.62%-7.7pp | 42.97%-31.1pp | 17.84%-6.0pp |
| Employer contribution / active EE | $3,340 | $2,396+39.4% | $3,547-5.8% | $2,790+19.7% |
| Participant deferral / active EE | $6,183 | $3,437+79.9% | $4,924+25.6% | $4,249+45.5% |
| Admin fee / account holder | $2,936 | $8,912-67.1% | $10,340-71.6% | $8,951-67.2% |