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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 | $70,336 | $51,638+36.2% | $68,368+2.9% | $82,448-14.7% |
| Participation rate | 78.6% | 63.6%+15.0pp | 73.8%+4.8pp | 68.1%+10.5pp |
| Annual return | 18.95% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,956 | $2,047-4.4% | $2,649-26.2% | $2,551-23.3% |
| Participant deferral / active EE | $6,577 | $2,914+125.7% | $4,123+59.5% | $4,139+58.9% |
| Admin fee / account holder | $4,319 | $4,643-7.0% | $5,150-16.1% | $7,234-40.3% |