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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 | $93,465 | $48,078+94.4% | $78,676+18.8% | $62,881+48.6% |
| Participation rate | 81.3% | 65.2%+16.0pp | 73.6%+7.7pp | 69.3%+11.9pp |
| Annual return | 5.07% | 31.36%-26.3pp | 62.19%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,598 | $2,015+128.2% | $2,850+61.3% | $2,281+101.6% |
| Participant deferral / active EE | $2,003 | $2,587-22.6% | $3,517-43.0% | $3,203-37.5% |
| Admin fee / account holder | $1,862 | $3,206-41.9% | $4,510-58.7% | $4,296-56.7% |