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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 | $99,951 | $48,364+106.7% | $71,796+39.2% | $62,881+59.0% |
| Participation rate | 94.4% | 60.6%+33.8pp | 69.1%+25.3pp | 69.3%+25.1pp |
| Annual return | 8.35% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $694 | $1,042-33.3% | $1,924-63.9% | $2,281-69.6% |
| Participant deferral / active EE | $1,940 | $2,091-7.2% | $2,794-30.6% | $3,203-39.4% |
| Admin fee / account holder | $1,365 | $3,771-63.8% | $4,815-71.7% | $4,296-68.2% |