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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 | $71,311 | $61,816+15.4% | $97,260-26.7% | $80,935-11.9% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.7%+21.8pp | 67.7%+26.8pp |
| Annual return | 25.48% | -558.73%+584.2pp | 75.54%-50.1pp | 35.66%-10.2pp |
| Employer contribution / active EE | $1,944 | $1,836+5.9% | $2,721-28.5% | $2,757-29.5% |
| Participant deferral / active EE | $3,903 | $3,027+29.0% | $4,262-8.4% | $4,299-9.2% |
| Admin fee / account holder | $14,025 | $5,166+171.5% | $5,640+148.7% | $6,924+102.5% |