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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 | $94,222 | $81,664+15.4% | $70,476+33.7% | $158,966-40.7% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 11.65% | 208.59%-196.9pp | 109.12%-97.5pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,345 | $3,219-58.2% | $2,738-50.9% | $4,762-71.8% |
| Participant deferral / active EE | $5,280 | $4,556+15.9% | $3,710+42.3% | $5,983-11.8% |
| Admin fee / account holder | $373 | $6,197-94.0% | $3,847-90.3% | $11,250-96.7% |