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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 | $76,168 | $46,596+63.5% | $64,099+18.8% | $75,181+1.3% |
| Participation rate | 87.5% | 65.9%+21.6pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 17.57% | 26.04%-8.5pp | 33.70%-16.1pp | 160.69%-143.1pp |
| Employer contribution / active EE | $3,211 | $1,975+62.6% | $2,748+16.8% | $2,671+20.2% |
| Participant deferral / active EE | $5,582 | $2,837+96.8% | $3,881+43.8% | $4,126+35.3% |
| Admin fee / account holder | $454 | $2,954-84.6% | $3,070-85.2% | $5,650-92.0% |