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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 | $86,096 | $87,132-1.2% | $105,624-18.5% | $80,959+6.3% |
| Participation rate | 91.8% | 70.4%+21.4pp | 75.3%+16.6pp | 67.7%+24.2pp |
| Annual return | 11.56% | 17.03%-5.5pp | 116.20%-104.6pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,633 | $2,397+9.8% | $3,168-16.9% | $2,757-4.5% |
| Participant deferral / active EE | $3,280 | $3,985-17.7% | $5,013-34.6% | $4,300-23.7% |
| Admin fee / account holder | $1,493 | $8,449-82.3% | $10,961-86.4% | $6,925-78.4% |