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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 | $63,354+25.6% | $94,105-15.5% | $82,637-3.7% |
| Participation rate | 98.0% | 63.8%+34.2pp | 71.9%+26.1pp | 68.1%+29.9pp |
| Annual return | 14.73% | 34.36%-19.6pp | 204.55%-189.8pp | 53.51%-38.8pp |
| Employer contribution / active EE | $2,400 | $1,760+36.4% | $2,504-4.2% | $2,552-6.0% |
| Participant deferral / active EE | $4,421 | $2,873+53.8% | $3,881+13.9% | $4,126+7.1% |
| Admin fee / account holder | $2,962 | $5,073-41.6% | $6,199-52.2% | $7,339-59.6% |