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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 | $75,079 | $45,050+66.7% | $63,018+19.1% | $70,126+7.1% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 11.53% | 18.76%-7.2pp | 87.62%-76.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,933 | $2,052-5.8% | $2,761-30.0% | $2,343-17.5% |
| Participant deferral / active EE | $2,324 | $2,466-5.7% | $3,330-30.2% | $3,332-30.3% |
| Admin fee / account holder | $8,654 | $2,834+205.4% | $3,601+140.3% | $4,645+86.3% |