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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 | $88,257 | $63,354+39.3% | $94,105-6.2% | $82,637+6.8% |
| Participation rate | 88.0% | 63.8%+24.2pp | 71.9%+16.1pp | 68.1%+19.9pp |
| Annual return | 14.47% | 34.36%-19.9pp | 204.55%-190.1pp | 53.51%-39.0pp |
| Employer contribution / active EE | $3,744 | $1,760+112.8% | $2,504+49.5% | $2,552+46.7% |
| Participant deferral / active EE | $7,073 | $2,873+146.2% | $3,881+82.3% | $4,126+71.4% |
| Admin fee / account holder | $724 | $5,073-85.7% | $6,199-88.3% | $7,339-90.1% |