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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 | $77,992 | $41,377+88.5% | $109,313-28.7% | $62,881+24.0% |
| Participation rate | 89.3% | 57.5%+31.7pp | 71.3%+18.0pp | 69.3%+20.0pp |
| Annual return | 6.19% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,367 | $1,276+242.3% | $3,892+12.2% | $2,281+91.5% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $670 | $2,884-76.8% | $5,666-88.2% | $4,296-84.4% |