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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 | $80,726 | $72,404+11.5% | $110,243-26.8% | $64,173+25.8% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.2pp |
| Annual return | 9.24% | -6.29%+15.5pp | 314.76%-305.5pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,577 | $2,282-30.9% | $3,827-58.8% | $2,381-33.8% |
| Participant deferral / active EE | $2,605 | $3,469-24.9% | $4,672-44.2% | $3,470-24.9% |
| Admin fee / account holder | $1,224 | $5,664-78.4% | $8,548-85.7% | $4,887-74.9% |