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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 | $86,977 | $98,760-11.9% | $149,715-41.9% | $79,858+8.9% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 12.46% | 27.43%-15.0pp | 276.66%-264.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $3,279 | $3,217+1.9% | $4,645-29.4% | $2,471+32.7% |
| Participant deferral / active EE | $2,724 | $5,681-52.0% | $6,842-60.2% | $3,740-27.2% |
| Admin fee / account holder | $2,049 | $6,053-66.1% | $9,310-78.0% | $5,306-61.4% |