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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 | $72,640 | $49,239+47.5% | $70,462+3.1% | $79,858-9.0% |
| Participation rate | 98.4% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 17.64% | 30.08%-12.4pp | 109.08%-91.4pp | 31.72%-14.1pp |
| Employer contribution / active EE | $3,732 | $2,100+77.7% | $2,737+36.3% | $2,471+51.1% |
| Participant deferral / active EE | $3,868 | $2,769+39.7% | $3,710+4.3% | $3,740+3.4% |
| Admin fee / account holder | $1,845 | $2,876-35.9% | $3,845-52.0% | $5,306-65.2% |