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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 | $59,631 | $49,976+19.3% | $66,674-10.6% | $82,637-27.8% |
| Participation rate | 96.7% | 63.1%+33.6pp | 73.7%+23.0pp | 68.1%+28.6pp |
| Annual return | 17.25% | 39.09%-21.8pp | 321.24%-304.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,974 | $1,988+49.6% | $2,620+13.5% | $2,552+16.5% |
| Participant deferral / active EE | $5,057 | $2,847+77.6% | $4,084+23.8% | $4,126+22.6% |
| Admin fee / account holder | $751 | $4,594-83.6% | $5,098-85.3% | $7,339-89.8% |