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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 | $86,878 | $46,877+85.3% | $122,354-29.0% | $70,124+23.9% |
| Participation rate | 96.3% | 58.2%+38.1pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 18.10% | 24.22%-6.1pp | 30.28%-12.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,682 | $1,288+108.2% | $4,051-33.8% | $2,342+14.5% |
| Participant deferral / active EE | $3,290 | $2,167+51.8% | $3,287+0.1% | $3,332-1.3% |
| Admin fee / account holder | $2,345 | $3,324-29.4% | $5,479-57.2% | $4,645-49.5% |