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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 | $85,018 | $93,345-8.9% | $119,126-28.6% | $87,485-2.8% |
| Participation rate | 91.9% | 68.7%+23.2pp | 75.8%+16.1pp | 68.9%+23.0pp |
| Annual return | 14.45% | 19.08%-4.6pp | 282.11%-267.7pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,335 | $3,172-26.4% | $4,034-42.1% | $2,596-10.1% |
| Participant deferral / active EE | $5,977 | $4,099+45.8% | $5,318+12.4% | $4,274+39.9% |
| Admin fee / account holder | $6,303 | $8,039-21.6% | $10,693-41.1% | $7,775-18.9% |