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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 | $65,334 | $45,050+45.0% | $63,018+3.7% | $70,126-6.8% |
| Participation rate | 92.0% | 69.5%+22.5pp | 74.8%+17.2pp | 69.5%+22.5pp |
| Annual return | 16.19% | 18.76%-2.6pp | 87.62%-71.4pp | 73.15%-57.0pp |
| Employer contribution / active EE | $3,568 | $2,052+73.9% | $2,761+29.2% | $2,343+52.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,310 | $2,834-18.5% | $3,601-35.8% | $4,645-50.3% |