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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 | $64,076 | $116,190-44.9% | $93,614-31.6% | $152,885-58.1% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 18.12% | 35.96%-17.8pp | 32.76%-14.6pp | 345.39%-327.3pp |
| Employer contribution / active EE | $3,696 | $3,219+14.8% | $2,718+36.0% | $4,763-22.4% |
| Participant deferral / active EE | $1,953 | $4,604-57.6% | $4,069-52.0% | $5,851-66.6% |
| Admin fee / account holder | $6,197 | $10,749-42.4% | $7,889-21.5% | $11,598-46.6% |