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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 | $72,972 | $95,406-23.5% | $185,849-60.7% | $85,847-15.0% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.2pp |
| Annual return | 16.64% | 23.59%-6.9pp | 122.10%-105.5pp | 318.61%-302.0pp |
| Employer contribution / active EE | $3,420 | $3,314+3.2% | $5,169-33.8% | $2,565+33.3% |
| Participant deferral / active EE | $2,228 | $3,424-34.9% | $5,569-60.0% | $3,952-43.6% |
| Admin fee / account holder | $2,178 | $7,214-69.8% | $16,244-86.6% | $6,261-65.2% |