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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 | $83,064 | $124,330-33.2% | $109,173-23.9% | $167,536-50.4% |
| Participation rate | 76.9% | 79.5%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 17.18% | 26.04%-8.9pp | 25.75%-8.6pp | 478.82%-461.6pp |
| Employer contribution / active EE | $2,953 | $4,209-29.9% | $3,723-20.7% | $4,839-39.0% |
| Participant deferral / active EE | $8,412 | $5,256+60.0% | $4,654+80.7% | $6,342+32.6% |
| Admin fee / account holder | $722 | $7,974-90.9% | $6,755-89.3% | $12,315-94.1% |