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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 | $72,825 | $81,276-10.4% | $155,574-53.2% | $80,925-10.0% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 14.57% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $4,671 | $3,103+50.5% | $4,676-0.1% | $2,756+69.5% |
| Participant deferral / active EE | $6,161 | $3,453+78.4% | $5,629+9.4% | $4,299+43.3% |
| Admin fee / account holder | $2,575 | $7,993-67.8% | $15,914-83.8% | $6,940-62.9% |