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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 | $97,648-25.2% | $121,663-40.0% | $87,485-16.6% |
| Participation rate | 81.8% | 70.5%+11.3pp | 74.5%+7.3pp | 68.9%+12.9pp |
| Annual return | 21.08% | 18.03%+3.1pp | 147.54%-126.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $4,138 | $2,300+79.9% | $3,020+37.0% | $2,596+59.4% |
| Participant deferral / active EE | $8,827 | $3,923+125.0% | $4,887+80.6% | $4,274+106.6% |
| Admin fee / account holder | $4,513 | $11,100-59.3% | $14,289-68.4% | $7,775-42.0% |