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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 | $98,732 | $86,050+14.7% | $189,758-48.0% | $94,015+5.0% |
| Participation rate | 81.0% | 68.9%+12.1pp | 79.8%+1.2pp | 70.8%+10.1pp |
| Annual return | 14.20% | 17.77%-3.6pp | 52.62%-38.4pp | 17.84%-3.6pp |
| Employer contribution / active EE | $1,378 | $2,819-51.1% | $4,767-71.1% | $2,790-50.6% |
| Participant deferral / active EE | $3,682 | $3,349+9.9% | $5,856-37.1% | $4,249-13.4% |
| Admin fee / account holder | $1,932 | $6,627-70.8% | $20,388-90.5% | $8,951-78.4% |