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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 | $146,455 | $78,672+86.2% | $109,163+34.2% | $85,856+70.6% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 14.38% | 25.09%-10.7pp | 25.75%-11.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $2,721 | $2,734-0.5% | $3,723-26.9% | $2,565+6.1% |
| Participant deferral / active EE | $4,383 | $3,467+26.4% | $4,654-5.8% | $3,952+10.9% |
| Admin fee / account holder | $2,015 | $5,470-63.2% | $6,754-70.2% | $6,261-67.8% |