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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 | $68,101 | $43,730+55.7% | $121,220-43.8% | $64,173+6.1% |
| Participation rate | 92.5% | 58.3%+34.1pp | 71.8%+20.7pp | 69.6%+22.9pp |
| Annual return | 11.90% | 68.94%-57.0pp | 16.94%-5.0pp | 7.63%+4.3pp |
| Employer contribution / active EE | $1,962 | $1,297+51.3% | $4,023-51.2% | $2,381-17.6% |
| Participant deferral / active EE | $4,953 | $2,281+117.2% | $3,345+48.1% | $3,470+42.8% |
| Admin fee / account holder | $4,901 | $3,502+39.9% | $5,021-2.4% | $4,887+0.3% |