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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 | $77,593 | $69,274+12.0% | $64,097+21.1% | $139,487-44.4% |
| Participation rate | 87.0% | 75.6%+11.3pp | 72.3%+14.6pp | 80.3%+6.6pp |
| Annual return | 15.71% | 46.00%-30.3pp | 33.75%-18.0pp | 373.84%-358.1pp |
| Employer contribution / active EE | $1,101 | $3,187-65.5% | $2,750-60.0% | $4,755-76.8% |
| Participant deferral / active EE | $2,201 | $4,685-53.0% | $3,881-43.3% | $6,713-67.2% |
| Admin fee / account holder | $12,159 | $4,247+186.3% | $3,070+296.1% | $11,407+6.6% |