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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 | $79,138 | $45,050+75.7% | $63,018+25.6% | $70,126+12.9% |
| Participation rate | 97.8% | 69.5%+28.3pp | 74.8%+23.0pp | 69.5%+28.3pp |
| Annual return | 12.90% | 18.76%-5.9pp | 87.62%-74.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,732 | $2,052+33.1% | $2,761-1.0% | $2,343+16.6% |
| Participant deferral / active EE | $4,204 | $2,466+70.5% | $3,330+26.3% | $3,332+26.2% |
| Admin fee / account holder | $2,384 | $2,834-15.9% | $3,601-33.8% | $4,645-48.7% |