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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 | $49,976+42.9% | $66,674+7.1% | $82,637-13.6% |
| Participation rate | 84.1% | 63.1%+21.0pp | 73.7%+10.4pp | 68.1%+16.0pp |
| Annual return | 16.03% | 39.09%-23.1pp | 321.24%-305.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,818 | $1,988-8.6% | $2,620-30.6% | $2,552-28.8% |
| Participant deferral / active EE | $4,482 | $2,847+57.5% | $4,084+9.7% | $4,126+8.6% |
| Admin fee / account holder | $12,463 | $4,594+171.3% | $5,098+144.5% | $7,339+69.8% |