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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 | $88,992 | $165,939-46.4% | $122,354-27.3% | $147,586-39.7% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 16.66% | 34.56%-17.9pp | 30.28%-13.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,433 | $5,754-40.3% | $4,051-15.3% | $4,876-29.6% |
| Participant deferral / active EE | $5,396 | $4,005+34.7% | $3,287+64.2% | $5,439-0.8% |
| Admin fee / account holder | $4,875 | $7,425-34.3% | $5,479-11.0% | $10,886-55.2% |