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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 | $53,185 | $47,944+10.9% | $67,834-21.6% | $62,881-15.4% |
| Participation rate | 96.9% | 61.1%+35.8pp | 68.8%+28.1pp | 69.3%+27.6pp |
| Annual return | 10.70% | 11.77%-1.1pp | 138.47%-127.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,820 | $1,562+16.5% | $2,403-24.3% | $2,281-20.2% |
| Participant deferral / active EE | $3,313 | $2,247+47.5% | $3,160+4.8% | $3,203+3.4% |
| Admin fee / account holder | $1,822 | $3,712-50.9% | $4,622-60.6% | $4,296-57.6% |