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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 | $77,814-3.8% | $158,223-52.7% | $86,983-14.0% |
| Participation rate | 90.0% | 68.4%+21.6pp | 79.2%+10.8pp | 69.5%+20.5pp |
| Annual return | 16.55% | 30.54%-14.0pp | 52.09%-35.5pp | 25.83%-9.3pp |
| Employer contribution / active EE | $6,279 | $2,592+142.2% | $4,109+52.8% | $2,584+143.0% |
| Participant deferral / active EE | $7,243 | $3,270+121.5% | $5,467+32.5% | $4,194+72.7% |
| Admin fee / account holder | $4,110 | $5,879-30.1% | $16,047-74.4% | $7,856-47.7% |