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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 | $74,982 | $98,760-24.1% | $149,715-49.9% | $79,858-6.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 15.39% | 27.43%-12.0pp | 276.66%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,967 | $3,217-7.8% | $4,645-36.1% | $2,471+20.1% |
| Participant deferral / active EE | $7,070 | $5,681+24.5% | $6,842+3.3% | $3,740+89.0% |
| Admin fee / account holder | $13,910 | $6,053+129.8% | $9,310+49.4% | $5,306+162.2% |