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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 | $61,755+15.5% | $97,161-26.6% | $80,911-11.9% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.7%+21.8pp | 67.6%+26.8pp |
| Annual return | 25.48% | -557.90%+583.4pp | 75.36%-49.9pp | 35.63%-10.2pp |
| Employer contribution / active EE | $1,944 | $1,835+6.0% | $2,723-28.6% | $2,756-29.4% |
| Participant deferral / active EE | $3,903 | $3,026+29.0% | $4,265-8.5% | $4,297-9.2% |
| Admin fee / account holder | $14,025 | $5,166+171.5% | $5,647+148.4% | $6,935+102.2% |