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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 | $61,247 | $78,690-22.2% | $161,489-62.1% | $87,485-30.0% |
| Participation rate | 85.3% | 67.5%+17.9pp | 78.7%+6.6pp | 68.9%+16.4pp |
| Annual return | 15.20% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,352 | $2,588-9.1% | $4,268-44.9% | $2,596-9.4% |
| Participant deferral / active EE | $3,871 | $3,311+16.9% | $5,630-31.2% | $4,274-9.4% |
| Admin fee / account holder | $6,801 | $6,724+1.1% | $16,006-57.5% | $7,775-12.5% |