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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 | $82,120 | $62,592+31.2% | $85,693-4.2% | $85,856-4.4% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.9%+3.2pp | 69.3%+3.8pp |
| Annual return | 12.10% | 23.77%-11.7pp | 21.49%-9.4pp | 318.58%-306.5pp |
| Employer contribution / active EE | $2,640 | $1,755+50.4% | $2,618+0.8% | $2,565+2.9% |
| Participant deferral / active EE | $5,524 | $2,802+97.1% | $3,923+40.8% | $3,952+39.8% |
| Admin fee / account holder | $728 | $4,643-84.3% | $6,874-89.4% | $6,261-88.4% |