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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 | $70,729 | $78,428-9.8% | $95,960-26.3% | $79,852-11.4% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 11.72% | 19.37%-7.7pp | 91.63%-79.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $2,745 | $1,945+41.1% | $2,541+8.0% | $2,471+11.1% |
| Participant deferral / active EE | $4,890 | $3,440+42.2% | $4,167+17.4% | $3,740+30.7% |
| Admin fee / account holder | $2,684 | $5,622-52.3% | $6,797-60.5% | $5,306-49.4% |