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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 | $106,524+25.8% | $152,301-12.0% | $87,485+53.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 14.20% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $3,133 | $3,371-7.1% | $4,624-32.3% | $2,596+20.7% |
| Participant deferral / active EE | $4,950 | $6,525-24.1% | $8,004-38.2% | $4,274+15.8% |
| Admin fee / account holder | $1,411 | $8,287-83.0% | $14,398-90.2% | $7,775-81.8% |