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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 | $137,386 | $97,648+40.7% | $121,663+12.9% | $87,485+57.0% |
| Participation rate | 91.9% | 70.5%+21.4pp | 74.5%+17.4pp | 68.9%+23.0pp |
| Annual return | 18.88% | 18.03%+0.9pp | 147.54%-128.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $3,389 | $2,300+47.3% | $3,020+12.2% | $2,596+30.5% |
| Participant deferral / active EE | $5,095 | $3,923+29.9% | $4,887+4.3% | $4,274+19.2% |
| Admin fee / account holder | $1,889 | $11,100-83.0% | $14,289-86.8% | $7,775-75.7% |