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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 | $77,796 | $46,599+66.9% | $64,101+21.4% | $75,173+3.5% |
| Participation rate | 97.8% | 65.9%+31.8pp | 72.3%+25.5pp | 67.2%+30.6pp |
| Annual return | 15.59% | 26.06%-10.5pp | 33.72%-18.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $7,842 | $1,975+297.0% | $2,749+185.3% | $2,671+193.6% |
| Participant deferral / active EE | $8,461 | $2,837+198.2% | $3,881+118.0% | $4,126+105.1% |
| Admin fee / account holder | $2,296 | $2,956-22.3% | $3,070-25.2% | $5,651-59.4% |