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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 | $81,174 | $103,949-21.9% | $69,182+17.3% | $273,972-70.4% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 4.16% | 35.28%-31.1pp | -21.93%+26.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,500 | $1,783+40.2% | $1,206+107.3% | $4,869-48.7% |
| Participant deferral / active EE | $4,375 | $2,716+61.1% | $1,897+130.6% | $5,287-17.3% |
| Admin fee / account holder | $6,450 | $3,671+75.7% | $2,697+139.2% | $10,133-36.3% |