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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 | $80,138 | $53,774+49.0% | $134,162-40.3% | $79,852+0.4% |
| Participation rate | 73.1% | 58.8%+14.3pp | 72.2%+0.9pp | 69.6%+3.4pp |
| Annual return | 14.74% | 19.01%-4.3pp | 36.35%-21.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,308 | $1,322+74.6% | $3,705-37.7% | $2,471-6.6% |
| Participant deferral / active EE | $8,963 | $2,420+270.4% | $3,500+156.1% | $3,740+139.6% |
| Admin fee / account holder | $9,424 | $3,985+136.5% | $6,685+41.0% | $5,306+77.6% |