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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 | $107,594 | $43,730+146.0% | $121,220-11.2% | $64,173+67.7% |
| Participation rate | 98.2% | 58.3%+39.8pp | 71.8%+26.4pp | 69.6%+28.6pp |
| Annual return | 10.85% | 68.94%-58.1pp | 16.94%-6.1pp | 7.63%+3.2pp |
| Employer contribution / active EE | $274 | $1,297-78.9% | $4,023-93.2% | $2,381-88.5% |
| Participant deferral / active EE | $3,941 | $2,281+72.8% | $3,345+17.8% | $3,470+13.6% |
| Admin fee / account holder | $3,042 | $3,502-13.1% | $5,021-39.4% | $4,887-37.8% |