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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 | $76,407+29.2% | $150,298-34.3% | $82,448+19.8% |
| Participation rate | 81.0% | 66.4%+14.6pp | 77.8%+3.2pp | 68.1%+12.9pp |
| Annual return | 14.20% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,378 | $2,614-47.3% | $4,154-66.8% | $2,551-46.0% |
| Participant deferral / active EE | $3,682 | $3,214+14.5% | $5,453-32.5% | $4,139-11.1% |
| Admin fee / account holder | $1,932 | $6,352-69.6% | $14,116-86.3% | $7,234-73.3% |