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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 | $64,894 | $76,407-15.1% | $150,298-56.8% | $82,448-21.3% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 15.01% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,290 | $2,614-50.6% | $4,154-68.9% | $2,551-49.4% |
| Participant deferral / active EE | $4,300 | $3,214+33.8% | $5,453-21.1% | $4,139+3.9% |
| Admin fee / account holder | $1,331 | $6,352-79.0% | $14,116-90.6% | $7,234-81.6% |