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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 | $67,764 | $78,425-13.6% | $95,956-29.4% | $79,858-15.1% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.3pp | 69.6%+6.1pp |
| Annual return | 12.18% | 19.37%-7.2pp | 91.63%-79.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,793 | $1,945-7.8% | $2,541-29.4% | $2,471-27.4% |
| Participant deferral / active EE | $3,263 | $3,440-5.2% | $4,167-21.7% | $3,740-12.8% |
| Admin fee / account holder | $1,582 | $5,622-71.9% | $6,797-76.7% | $5,306-70.2% |