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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 | $64,605 | $46,599+38.6% | $64,101+0.8% | $75,173-14.1% |
| Participation rate | 96.4% | 65.9%+30.5pp | 72.3%+24.1pp | 67.2%+29.2pp |
| Annual return | 14.32% | 26.06%-11.7pp | 33.72%-19.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $10,553 | $1,975+434.3% | $2,749+284.0% | $2,671+295.1% |
| Participant deferral / active EE | $3,131 | $2,837+10.4% | $3,881-19.3% | $4,126-24.1% |
| Admin fee / account holder | $2,816 | $2,956-4.7% | $3,070-8.3% | $5,651-50.2% |