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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 | $80,005 | $61,125+30.9% | $94,057-14.9% | $87,485-8.5% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.3%-0.6pp | 68.9%+3.8pp |
| Annual return | 13.52% | 35.20%-21.7pp | 480.62%-467.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,280 | $2,136+6.7% | $2,933-22.3% | $2,596-12.2% |
| Participant deferral / active EE | $8,173 | $3,260+150.7% | $4,709+73.5% | $4,274+91.2% |
| Admin fee / account holder | $4,519 | $5,629-19.7% | $7,244-37.6% | $7,775-41.9% |