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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 | $59,805 | $54,757+9.2% | $90,287-33.8% | $72,986-18.1% |
| Participation rate | 83.7% | 65.1%+18.5pp | 73.3%+10.4pp | 69.5%+14.2pp |
| Annual return | 21.47% | 30.63%-9.2pp | 78.10%-56.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $3,318 | $2,092+58.6% | $2,855+16.2% | $2,440+36.0% |
| Participant deferral / active EE | $3,494 | $2,887+21.1% | $3,885-10.0% | $3,607-3.1% |
| Admin fee / account holder | $7,268 | $3,972+83.0% | $5,351+35.8% | $5,124+41.8% |