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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 | $61,786 | $88,672-30.3% | $105,223-41.3% | $82,448-25.1% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 15.96% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,407 | $3,048-21.0% | $3,689-34.7% | $2,551-5.6% |
| Participant deferral / active EE | $4,737 | $4,036+17.4% | $5,072-6.6% | $4,139+14.4% |
| Admin fee / account holder | $1,060 | $7,146-85.2% | $8,859-88.0% | $7,234-85.3% |