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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 | $63,703+38.5% | $93,063-5.2% | $82,448+7.0% |
| Participation rate | 88.0% | 63.8%+24.2pp | 72.1%+15.9pp | 68.1%+19.9pp |
| Annual return | 14.47% | -775.43%+789.9pp | 34.15%-19.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,744 | $1,729+116.6% | $2,476+51.2% | $2,551+46.8% |
| Participant deferral / active EE | $7,073 | $2,919+142.3% | $3,958+78.7% | $4,139+70.9% |
| Admin fee / account holder | $724 | $5,982-87.9% | $6,033-88.0% | $7,234-90.0% |