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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 | $71,315 | $110,379-35.4% | $102,412-30.4% | $145,884-51.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.52% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,198 | $4,216-0.4% | $3,870+8.5% | $4,662-10.0% |
| Participant deferral / active EE | $10,012 | $5,622+78.1% | $5,060+97.9% | $6,690+49.7% |
| Admin fee / account holder | $761 | $9,745-92.2% | $8,388-90.9% | $13,392-94.3% |