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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 | $66,841 | $58,493+14.3% | $84,023-20.4% | $72,976-8.4% |
| Participation rate | 89.8% | 61.2%+28.6pp | 69.0%+20.8pp | 69.5%+20.3pp |
| Annual return | 19.74% | 28.93%-9.2pp | 71.32%-51.6pp | 81.02%-61.3pp |
| Employer contribution / active EE | $3,265 | $1,163+180.8% | $1,984+64.6% | $2,440+33.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,987 | $4,569-56.5% | $6,102-67.4% | $5,124-61.2% |