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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 | $80,183 | $84,236-4.8% | $170,435-53.0% | $70,126+14.3% |
| Participation rate | 87.2% | 70.8%+16.3pp | 83.6%+3.6pp | 69.5%+17.6pp |
| Annual return | 22.07% | 23.06%-1.0pp | 205.94%-183.9pp | 73.15%-51.1pp |
| Employer contribution / active EE | $5,445 | $3,387+60.7% | $5,432+0.2% | $2,343+132.4% |
| Participant deferral / active EE | $3,915 | $3,086+26.9% | $4,939-20.7% | $3,332+17.5% |
| Admin fee / account holder | $1,709 | $5,698-70.0% | $13,881-87.7% | $4,645-63.2% |