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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 | $73,996 | $100,279-26.2% | $81,353-9.0% | $145,884-49.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 13.71% | 34.49%-20.8pp | 24.82%-11.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,266 | $2,979-57.5% | $2,464-48.6% | $4,662-72.8% |
| Participant deferral / active EE | $3,956 | $4,611-14.2% | $3,885+1.8% | $6,690-40.9% |
| Admin fee / account holder | $1,276 | $8,206-84.4% | $5,766-77.9% | $13,392-90.5% |