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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 | $73,195 | $46,599+57.1% | $64,101+14.2% | $75,173-2.6% |
| Participation rate | 90.6% | 65.9%+24.7pp | 72.3%+18.3pp | 67.2%+23.4pp |
| Annual return | 14.46% | 26.06%-11.6pp | 33.72%-19.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $4,102 | $1,975+107.7% | $2,749+49.2% | $2,671+53.6% |
| Participant deferral / active EE | $2,521 | $2,837-11.1% | $3,881-35.0% | $4,126-38.9% |
| Admin fee / account holder | $1,460 | $2,956-50.6% | $3,070-52.5% | $5,651-74.2% |