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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 | $73,001 | $94,031-22.4% | $115,768-36.9% | $82,448-11.5% |
| Participation rate | 81.8% | 70.4%+11.4pp | 74.4%+7.4pp | 68.1%+13.8pp |
| Annual return | 21.08% | 20.61%+0.5pp | 100.46%-79.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $4,138 | $2,323+78.1% | $2,940+40.8% | $2,551+62.2% |
| Participant deferral / active EE | $8,827 | $3,972+122.3% | $4,917+79.5% | $4,139+113.3% |
| Admin fee / account holder | $4,513 | $10,249-56.0% | $12,439-63.7% | $7,234-37.6% |