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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 | $94,331 | $49,255+91.5% | $70,494+33.8% | $79,856+18.1% |
| Participation rate | 85.0% | 69.2%+15.8pp | 75.1%+9.9pp | 69.6%+15.4pp |
| Annual return | 15.67% | 30.10%-14.4pp | 109.16%-93.5pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,093 | $2,100-48.0% | $2,738-60.1% | $2,471-55.8% |
| Participant deferral / active EE | $6,960 | $2,768+151.4% | $3,711+87.6% | $3,741+86.1% |
| Admin fee / account holder | $2,142 | $2,879-25.6% | $3,848-44.3% | $5,306-59.6% |