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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 | $130,901 | $56,894+130.1% | $84,753+54.5% | $62,881+108.2% |
| Participation rate | 96.4% | 68.5%+27.9pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 7.18% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,517 | $2,400+88.2% | $3,574+26.4% | $2,281+98.0% |
| Participant deferral / active EE | $2,048 | $2,709-24.4% | $3,712-44.8% | $3,203-36.1% |
| Admin fee / account holder | $2,248 | $3,581-37.2% | $5,333-57.9% | $4,296-47.7% |