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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 | $89,044 | $58,512+52.2% | $84,020+6.0% | $72,983+22.0% |
| Participation rate | 78.2% | 61.2%+17.0pp | 69.0%+9.2pp | 69.5%+8.7pp |
| Annual return | 20.67% | 28.93%-8.3pp | 71.31%-50.6pp | 81.01%-60.3pp |
| Employer contribution / active EE | $2,343 | $1,163+101.5% | $1,984+18.1% | $2,440-4.0% |
| Participant deferral / active EE | $6,608 | $2,394+176.0% | $3,239+104.0% | $3,608+83.2% |
| Admin fee / account holder | $12,095 | $4,569+164.7% | $6,101+98.2% | $5,124+136.0% |