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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 | $51,638+54.9% | $68,368+17.0% | $82,448-3.0% |
| Participation rate | 72.7% | 63.6%+9.1pp | 73.8%-1.0pp | 68.1%+4.7pp |
| Annual return | 13.52% | 37.53%-24.0pp | 292.57%-279.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,280 | $2,047+11.4% | $2,649-13.9% | $2,551-10.6% |
| Participant deferral / active EE | $8,173 | $2,914+180.5% | $4,123+98.2% | $4,139+97.4% |
| Admin fee / account holder | $4,519 | $4,643-2.7% | $5,150-12.3% | $7,234-37.5% |