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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 | $116,026 | $117,846-1.5% | $102,434+13.3% | $145,884-20.5% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 15.88% | 31.90%-16.0pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,142 | $3,615-40.7% | $3,023-29.1% | $4,662-54.1% |
| Participant deferral / active EE | $8,202 | $5,733+43.1% | $5,055+62.3% | $6,690+22.6% |
| Admin fee / account holder | $2,598 | $13,356-80.5% | $9,462-72.5% | $13,392-80.6% |