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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 | $69,279 | $51,638+34.2% | $68,368+1.3% | $82,448-16.0% |
| Participation rate | 77.1% | 63.6%+13.5pp | 73.8%+3.4pp | 68.1%+9.1pp |
| Annual return | 16.60% | 37.53%-20.9pp | 292.57%-276.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,260 | $2,047+10.4% | $2,649-14.7% | $2,551-11.4% |
| Participant deferral / active EE | $4,598 | $2,914+57.8% | $4,123+11.5% | $4,139+11.1% |
| Admin fee / account holder | $2,096 | $4,643-54.9% | $5,150-59.3% | $7,234-71.0% |