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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 | $70,271 | $58,851+19.4% | $115,170-39.0% | $72,975-3.7% |
| Participation rate | 98.2% | 65.5%+32.6pp | 75.9%+22.3pp | 69.5%+28.7pp |
| Annual return | 19.29% | 23.16%-3.9pp | 35.60%-16.3pp | 81.01%-61.7pp |
| Employer contribution / active EE | $6,839 | $1,798+280.4% | $3,179+115.1% | $2,440+180.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,690 | $6,370-57.8% | $7,089-62.1% | $5,124-47.5% |