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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 | $79,551 | $63,703+24.9% | $93,063-14.5% | $82,448-3.5% |
| Participation rate | 98.0% | 63.8%+34.2pp | 72.1%+25.9pp | 68.1%+29.9pp |
| Annual return | 14.73% | -775.43%+790.2pp | 34.15%-19.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,400 | $1,729+38.8% | $2,476-3.1% | $2,551-5.9% |
| Participant deferral / active EE | $4,421 | $2,919+51.4% | $3,958+11.7% | $4,139+6.8% |
| Admin fee / account holder | $2,962 | $5,982-50.5% | $6,033-50.9% | $7,234-59.1% |