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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 | $73,137 | $75,541-3.2% | $152,093-51.9% | $82,637-11.5% |
| Participation rate | 93.9% | 66.5%+27.4pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 14.32% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $5,322 | $2,622+102.9% | $4,175+27.5% | $2,552+108.5% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $948 | $6,405-85.2% | $14,497-93.5% | $7,339-87.1% |