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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 | $83,654 | $78,690+6.3% | $161,489-48.2% | $87,485-4.4% |
| Participation rate | 86.2% | 67.5%+18.7pp | 78.7%+7.5pp | 68.9%+17.3pp |
| Annual return | 13.76% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,647 | $2,588-36.4% | $4,268-61.4% | $2,596-36.6% |
| Participant deferral / active EE | $5,934 | $3,311+79.2% | $5,630+5.4% | $4,274+38.8% |
| Admin fee / account holder | $7,638 | $6,724+13.6% | $16,006-52.3% | $7,775-1.8% |