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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 | $63,393 | $96,731-34.5% | $123,973-48.9% | $86,983-27.1% |
| Participation rate | 89.4% | 70.0%+19.4pp | 76.7%+12.7pp | 69.5%+19.9pp |
| Annual return | 17.05% | 17.33%-0.3pp | 388.13%-371.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,056 | $3,297-37.6% | $4,126-50.2% | $2,584-20.4% |
| Participant deferral / active EE | $5,925 | $4,152+42.7% | $5,247+12.9% | $4,194+41.3% |
| Admin fee / account holder | $5,177 | $8,722-40.6% | $11,799-56.1% | $7,856-34.1% |