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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 | $138,100 | $93,598+47.5% | $135,974+1.6% | $75,173+83.7% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 22.99% | 30.89%-7.9pp | 68.30%-45.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $5,945 | $3,538+68.0% | $4,859+22.3% | $2,671+122.6% |
| Participant deferral / active EE | $8,492 | $6,405+32.6% | $7,760+9.4% | $4,126+105.8% |
| Admin fee / account holder | $1,683 | $6,978-75.9% | $10,767-84.4% | $5,651-70.2% |