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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 | $85,504 | $72,269+18.3% | $101,271-15.6% | $79,852+7.1% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 10.77% | 22.29%-11.5pp | 46.48%-35.7pp | 31.72%-21.0pp |
| Employer contribution / active EE | $4,539 | $2,692+68.6% | $3,660+24.0% | $2,471+83.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,666 | $4,401-62.1% | $5,948-72.0% | $5,306-68.6% |