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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 | $133,973 | $107,421+24.7% | $182,262-26.5% | $94,015+42.5% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 14.20% | 21.32%-7.1pp | 140.60%-126.4pp | 17.84%-3.6pp |
| Employer contribution / active EE | $3,133 | $3,448-9.1% | $5,046-37.9% | $2,790+12.3% |
| Participant deferral / active EE | $4,950 | $6,558-24.5% | $8,276-40.2% | $4,249+16.5% |
| Admin fee / account holder | $1,411 | $8,692-83.8% | $16,712-91.6% | $8,951-84.2% |