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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 | $81,997 | $76,407+7.3% | $150,298-45.4% | $82,448-0.5% |
| Participation rate | 82.3% | 66.4%+15.9pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 20.10% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,051 | $2,614-21.5% | $4,154-50.6% | $2,551-19.6% |
| Participant deferral / active EE | $3,941 | $3,214+22.6% | $5,453-27.7% | $4,139-4.8% |
| Admin fee / account holder | $5,242 | $6,352-17.5% | $14,116-62.9% | $7,234-27.5% |