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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 | $125,942 | $103,393+21.8% | $87,103+44.6% | $152,909-17.6% |
| Participation rate | 94.1% | 79.4%+14.8pp | 76.9%+17.2pp | 82.5%+11.7pp |
| Annual return | 26.29% | 28.10%-1.8pp | 28.19%-1.9pp | 345.46%-319.2pp |
| Employer contribution / active EE | $2,160 | $3,221-32.9% | $2,521-14.3% | $4,764-54.7% |
| Participant deferral / active EE | $4,980 | $4,778+4.2% | $4,049+23.0% | $5,851-14.9% |
| Admin fee / account holder | $327 | $12,195-97.3% | $7,491-95.6% | $11,601-97.2% |