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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 | $68,878+18.6% | $120,574-32.2% | $80,935+1.0% |
| Participation rate | 96.4% | 61.7%+34.8pp | 71.9%+24.5pp | 67.7%+28.8pp |
| Annual return | 10.66% | 23.67%-13.0pp | 107.42%-96.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $3,749 | $2,065+81.6% | $3,471+8.0% | $2,757+36.0% |
| Participant deferral / active EE | $4,185 | $3,189+31.2% | $4,996-16.2% | $4,299-2.7% |
| Admin fee / account holder | $4,999 | $5,782-13.5% | $9,445-47.1% | $6,924-27.8% |