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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 | $153,557 | $51,638+197.4% | $129,406+18.7% | $80,959+89.7% |
| Participation rate | 72.1% | 56.9%+15.2pp | 69.6%+2.5pp | 67.7%+4.5pp |
| Annual return | 17.38% | 20.78%-3.4pp | 9468.18%-9450.8pp | 35.67%-18.3pp |
| Employer contribution / active EE | $3,380 | $1,584+113.5% | $4,155-18.6% | $2,757+22.6% |
| Participant deferral / active EE | $7,603 | $2,670+184.7% | $4,167+82.4% | $4,300+76.8% |
| Admin fee / account holder | $2,120 | $4,313-50.8% | $7,689-72.4% | $6,925-69.4% |