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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 | $59,033 | $45,043+31.1% | $63,005-6.3% | $70,124-15.8% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 15.97% | 18.76%-2.8pp | 87.59%-71.6pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,125 | $2,052+52.3% | $2,760+13.2% | $2,342+33.4% |
| Participant deferral / active EE | $4,599 | $2,466+86.5% | $3,329+38.1% | $3,332+38.0% |
| Admin fee / account holder | $4,378 | $2,833+54.5% | $3,599+21.6% | $4,645-5.8% |