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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 | $74,488 | $76,407-2.5% | $150,298-50.4% | $82,448-9.7% |
| Participation rate | 98.2% | 66.4%+31.8pp | 77.8%+20.4pp | 68.1%+30.1pp |
| Annual return | 13.42% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,466 | $2,614-5.6% | $4,154-40.6% | $2,551-3.3% |
| Participant deferral / active EE | $3,182 | $3,214-1.0% | $5,453-41.6% | $4,139-23.1% |
| Admin fee / account holder | $9,537 | $6,352+50.1% | $14,116-32.4% | $7,234+31.8% |