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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 | $75,149 | $86,294-12.9% | $111,303-32.5% | $85,856-12.5% |
| Participation rate | 73.1% | 73.3%-0.3pp | 77.3%-4.2pp | 69.3%+3.8pp |
| Annual return | 12.09% | 19.99%-7.9pp | 54.66%-42.6pp | 318.58%-306.5pp |
| Employer contribution / active EE | $2,013 | $2,043-1.5% | $2,731-26.3% | $2,565-21.5% |
| Participant deferral / active EE | $4,177 | $3,641+14.7% | $4,487-6.9% | $3,952+5.7% |
| Admin fee / account holder | $5,992 | $8,189-26.8% | $7,966-24.8% | $6,261-4.3% |