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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 | $59,188 | $45,043+31.4% | $63,005-6.1% | $70,124-15.6% |
| Participation rate | 88.5% | 69.5%+18.9pp | 74.8%+13.7pp | 69.5%+18.9pp |
| Annual return | 16.23% | 18.76%-2.5pp | 87.59%-71.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $3,004 | $2,052+46.4% | $2,760+8.8% | $2,342+28.2% |
| Participant deferral / active EE | $4,174 | $2,466+69.3% | $3,329+25.4% | $3,332+25.3% |
| Admin fee / account holder | $724 | $2,833-74.4% | $3,599-79.9% | $4,645-84.4% |