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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 | $67,848 | $49,255+37.7% | $70,494-3.8% | $79,856-15.0% |
| Participation rate | 93.6% | 69.2%+24.5pp | 75.1%+18.6pp | 69.6%+24.0pp |
| Annual return | 16.91% | 30.10%-13.2pp | 109.16%-92.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,782 | $2,100-15.2% | $2,738-34.9% | $2,471-27.9% |
| Participant deferral / active EE | $4,720 | $2,768+70.5% | $3,711+27.2% | $3,741+26.2% |
| Admin fee / account holder | $1,378 | $2,879-52.1% | $3,848-64.2% | $5,306-74.0% |