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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 | $68,724 | $77,638-11.5% | $156,551-56.1% | $62,881+9.3% |
| Participation rate | 71.2% | 71.2%0pp | 84.0%-12.8pp | 69.3%+1.9pp |
| Annual return | 8.36% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,670 | $3,444-51.5% | $5,501-69.6% | $2,281-26.8% |
| Participant deferral / active EE | $2,051 | $3,046-32.7% | $4,871-57.9% | $3,203-36.0% |
| Admin fee / account holder | $1,800 | $5,561-67.6% | $13,028-86.2% | $4,296-58.1% |