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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 | $83,970 | $89,259-5.9% | $107,187-21.7% | $82,637+1.6% |
| Participation rate | 71.0% | 67.9%+3.0pp | 75.0%-4.1pp | 68.1%+2.9pp |
| Annual return | 15.34% | 21.02%-5.7pp | 204.55%-189.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,913 | $3,080-37.9% | $3,782-49.4% | $2,552-25.0% |
| Participant deferral / active EE | $4,394 | $4,037+8.8% | $5,096-13.8% | $4,126+6.5% |
| Admin fee / account holder | $10,255 | $7,381+38.9% | $9,162+11.9% | $7,339+39.7% |