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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 | $88,550 | $45,041+96.6% | $63,003+40.5% | $70,131+26.3% |
| Participation rate | 77.3% | 69.5%+7.7pp | 74.8%+2.5pp | 69.5%+7.7pp |
| Annual return | 13.55% | 18.76%-5.2pp | 87.59%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,441 | $2,052+67.7% | $2,760+24.6% | $2,342+46.9% |
| Participant deferral / active EE | $4,053 | $2,465+64.4% | $3,329+21.8% | $3,332+21.7% |
| Admin fee / account holder | $8,977 | $2,836+216.6% | $3,600+149.4% | $4,645+93.2% |