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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 | $77,295 | $70,428+9.8% | $96,565-20.0% | $85,854-10.0% |
| Participation rate | 92.3% | 61.8%+30.5pp | 69.8%+22.5pp | 69.3%+23.0pp |
| Annual return | 15.89% | 18.59%-2.7pp | 37.78%-21.9pp | 318.56%-302.7pp |
| Employer contribution / active EE | $1,126 | $1,413-20.3% | $2,356-52.2% | $2,565-56.1% |
| Participant deferral / active EE | $2,663 | $2,894-8.0% | $3,848-30.8% | $3,952-32.6% |
| Admin fee / account holder | $5,613 | $4,997+12.3% | $6,181-9.2% | $6,260-10.3% |