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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 | $65,560 | $45,050+45.5% | $63,018+4.0% | $70,126-6.5% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 15.44% | 18.76%-3.3pp | 87.62%-72.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,293 | $2,052-37.0% | $2,761-53.1% | $2,343-44.8% |
| Participant deferral / active EE | $5,561 | $2,466+125.5% | $3,330+67.0% | $3,332+66.9% |
| Admin fee / account holder | $10,615 | $2,834+274.6% | $3,601+194.8% | $4,645+128.5% |