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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 | $71,401 | $64,920+10.0% | $103,693-31.1% | $86,983-17.9% |
| Participation rate | 84.1% | 63.6%+20.5pp | 72.6%+11.4pp | 69.5%+14.5pp |
| Annual return | 16.03% | 30.29%-14.3pp | 47.61%-31.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,818 | $2,141-15.1% | $2,920-37.8% | $2,584-29.7% |
| Participant deferral / active EE | $4,482 | $3,241+38.3% | $4,579-2.1% | $4,194+6.9% |
| Admin fee / account holder | $12,463 | $6,191+101.3% | $7,858+58.6% | $7,856+58.6% |