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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 | $91,860 | $77,419+18.7% | $69,461+32.2% | $152,885-39.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 74.6%+10.0pp | 82.5%+2.2pp |
| Annual return | 21.52% | 39.07%-17.6pp | 28.97%-7.5pp | 345.39%-323.9pp |
| Employer contribution / active EE | $3,579 | $3,315+8.0% | $2,779+28.8% | $4,763-24.9% |
| Participant deferral / active EE | $6,136 | $4,414+39.0% | $3,536+73.5% | $5,851+4.9% |
| Admin fee / account holder | $7,174 | $6,207+15.6% | $3,840+86.8% | $11,598-38.1% |