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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 | $72,325 | $45,043+60.6% | $63,005+14.8% | $70,124+3.1% |
| Participation rate | 74.5% | 69.5%+4.9pp | 74.8%-0.3pp | 69.5%+4.9pp |
| Annual return | 19.02% | 18.76%+0.3pp | 87.59%-68.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,131 | $2,052+3.9% | $2,760-22.8% | $2,342-9.0% |
| Participant deferral / active EE | $3,914 | $2,466+58.7% | $3,329+17.6% | $3,332+17.5% |
| Admin fee / account holder | $4,616 | $2,833+62.9% | $3,599+28.2% | $4,645-0.6% |