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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 | $76,494 | $91,179-16.1% | $178,499-57.1% | $79,852-4.2% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 15.67% | 24.19%-8.5pp | 151.10%-135.4pp | 31.72%-16.1pp |
| Employer contribution / active EE | $3,086 | $3,256-5.2% | $5,011-38.4% | $2,471+24.9% |
| Participant deferral / active EE | $4,217 | $3,236+30.3% | $5,202-18.9% | $3,740+12.7% |
| Admin fee / account holder | $4,621 | $6,749-31.5% | $13,986-67.0% | $5,306-12.9% |