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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 | $130,893 | $54,763+139.0% | $90,324+44.9% | $72,976+79.4% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 17.45% | 30.63%-13.2pp | 78.15%-60.7pp | 81.02%-63.6pp |
| Employer contribution / active EE | $2,057 | $2,093-1.7% | $2,856-28.0% | $2,440-15.7% |
| Participant deferral / active EE | $4,801 | $2,887+66.3% | $3,885+23.6% | $3,608+33.1% |
| Admin fee / account holder | $2,017 | $3,973-49.2% | $5,356-62.3% | $5,124-60.6% |