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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 | $98,101 | $108,825-9.9% | $156,181-37.2% | $82,448+19.0% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.8%+12.3pp | 68.1%+23.1pp |
| Annual return | 14.83% | 20.59%-5.8pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,617 | $4,577-21.0% | $6,132-41.0% | $4,139-12.6% |
| Admin fee / account holder | $2,736 | $9,341-70.7% | $14,586-81.2% | $7,234-62.2% |