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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 | $94,850 | $65,364+45.1% | $92,909+2.1% | $72,975+30.0% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 20.15% | 42.11%-22.0pp | 109.44%-89.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,324 | $2,594-10.4% | $3,653-36.4% | $2,440-4.8% |
| Participant deferral / active EE | $3,721 | $3,128+18.9% | $4,238-12.2% | $3,608+3.1% |
| Admin fee / account holder | $2,884 | $4,251-32.2% | $5,795-50.2% | $5,124-43.7% |