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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 | $72,041 | $56,110+28.4% | $94,993-24.2% | $70,126+2.7% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.9%+19.0pp | 69.5%+23.3pp |
| Annual return | 20.53% | 51.02%-30.5pp | 27.14%-6.6pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,429 | $1,442-0.9% | $2,603-45.1% | $2,343-39.0% |
| Participant deferral / active EE | $4,060 | $2,391+69.8% | $3,317+22.4% | $3,332+21.9% |
| Admin fee / account holder | $6,379 | $3,456+84.6% | $4,960+28.6% | $4,645+37.3% |