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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 | $70,408 | $95,383-26.2% | $185,837-62.1% | $85,856-18.0% |
| Participation rate | 73.3% | 68.8%+4.6pp | 81.7%-8.4pp | 69.3%+4.0pp |
| Annual return | 14.53% | 23.59%-9.1pp | 122.08%-107.6pp | 318.58%-304.1pp |
| Employer contribution / active EE | $3,403 | $3,313+2.7% | $5,168-34.1% | $2,565+32.7% |
| Participant deferral / active EE | $7,621 | $3,423+122.6% | $5,568+36.9% | $3,952+92.8% |
| Admin fee / account holder | $537 | $7,213-92.6% | $16,241-96.7% | $6,261-91.4% |