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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 | $77,974 | $54,757+42.4% | $90,300-13.6% | $72,983+6.8% |
| Participation rate | 98.0% | 65.1%+32.9pp | 73.3%+24.8pp | 69.5%+28.6pp |
| Annual return | 21.13% | 30.63%-9.5pp | 78.11%-57.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $4,667 | $2,092+123.0% | $2,854+63.5% | $2,440+91.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,099 | $3,972-72.3% | $5,353-79.5% | $5,124-78.6% |