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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 | $74,846 | $76,407-2.0% | $150,298-50.2% | $82,448-9.2% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 16.55% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,279 | $2,614+140.2% | $4,154+51.2% | $2,551+146.2% |
| Participant deferral / active EE | $7,243 | $3,214+125.3% | $5,453+32.8% | $4,139+75.0% |
| Admin fee / account holder | $4,110 | $6,352-35.3% | $14,116-70.9% | $7,234-43.2% |