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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 | $77,960 | $174,018-55.2% | $136,833-43.0% | $198,609-60.7% |
| Participation rate | 76.9% | 65.1%+11.8pp | 59.0%+17.9pp | 82.4%-5.5pp |
| Annual return | 13.61% | 35.16%-21.6pp | 35.32%-21.7pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,651 | $1,571+5.1% | $1,319+25.2% | $5,055-67.3% |
| Participant deferral / active EE | $6,206 | $2,873+116.0% | $2,441+154.3% | $6,977-11.0% |
| Admin fee / account holder | $3,527 | $5,434-35.1% | $4,706-25.0% | $19,030-81.5% |