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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 | $78,462 | $72,404+8.4% | $110,243-28.8% | $64,173+22.3% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | 19.13% | -6.29%+25.4pp | 314.76%-295.6pp | 7.63%+11.5pp |
| Employer contribution / active EE | $3,387 | $2,282+48.4% | $3,827-11.5% | $2,381+42.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,694 | $5,664+18.2% | $8,548-21.7% | $4,887+37.0% |