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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 | $57,813 | $49,255+17.4% | $70,494-18.0% | $79,856-27.6% |
| Participation rate | 89.3% | 69.2%+20.1pp | 75.1%+14.2pp | 69.6%+19.6pp |
| Annual return | 13.94% | 30.10%-16.2pp | 109.16%-95.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $8,737 | $2,100+316.0% | $2,738+219.1% | $2,471+253.5% |
| Participant deferral / active EE | $2,183 | $2,768-21.1% | $3,711-41.2% | $3,741-41.6% |
| Admin fee / account holder | $1,911 | $2,879-33.6% | $3,848-50.3% | $5,306-64.0% |