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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 | $81,708 | $68,586+19.1% | $120,380-32.1% | $80,911+1.0% |
| Participation rate | 96.4% | 61.6%+34.8pp | 71.9%+24.5pp | 67.6%+28.8pp |
| Annual return | 10.66% | 23.62%-13.0pp | 107.28%-96.6pp | 35.63%-25.0pp |
| Employer contribution / active EE | $3,749 | $2,053+82.7% | $3,465+8.2% | $2,756+36.1% |
| Participant deferral / active EE | $4,185 | $3,174+31.8% | $4,992-16.2% | $4,297-2.6% |
| Admin fee / account holder | $4,999 | $5,733-12.8% | $9,421-46.9% | $6,935-27.9% |