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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 | $93,798 | $40,275+132.9% | $57,356+63.5% | $59,633+57.3% |
| Participation rate | 76.2% | 69.1%+7.0pp | 75.1%+1.1pp | 68.7%+7.5pp |
| Annual return | 1.48% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $2,803 | $1,921+45.9% | $2,689+4.3% | $2,203+27.3% |
| Participant deferral / active EE | $1,067 | $2,400-55.6% | $3,162-66.3% | $3,192-66.6% |
| Admin fee / account holder | $3,518 | $2,820+24.7% | $3,357+4.8% | $4,297-18.1% |