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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 | $94,436+45.5% | $115,599+18.8% | $82,637+66.3% |
| Participation rate | 91.9% | 70.4%+21.5pp | 74.3%+17.6pp | 68.1%+23.8pp |
| Annual return | 18.88% | 18.37%+0.5pp | 111.10%-92.2pp | 53.51%-34.6pp |
| Employer contribution / active EE | $3,389 | $2,324+45.9% | $2,955+14.7% | $2,552+32.8% |
| Participant deferral / active EE | $5,095 | $3,955+28.8% | $4,889+4.2% | $4,126+23.5% |
| Admin fee / account holder | $1,889 | $10,328-81.7% | $12,841-85.3% | $7,339-74.3% |