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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 | $103,996 | $57,352+81.3% | $83,830+24.1% | $64,173+62.1% |
| Participation rate | 73.4% | 68.6%+4.8pp | 76.1%-2.7pp | 69.6%+3.9pp |
| Annual return | 3.00% | 11.38%-8.4pp | 850.97%-848.0pp | 7.63%-4.6pp |
| Employer contribution / active EE | $2,258 | $2,546-11.3% | $3,631-37.8% | $2,381-5.2% |
| Participant deferral / active EE | $4,847 | $2,993+61.9% | $4,082+18.7% | $3,470+39.7% |
| Admin fee / account holder | $5,406 | $4,046+33.6% | $5,479-1.3% | $4,887+10.6% |