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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 | $78,690+25.5% | $161,489-38.9% | $87,485+12.9% |
| Participation rate | 81.0% | 67.5%+13.5pp | 78.7%+2.3pp | 68.9%+12.0pp |
| Annual return | 14.20% | 32.74%-18.5pp | 89.72%-75.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $1,378 | $2,588-46.8% | $4,268-67.7% | $2,596-46.9% |
| Participant deferral / active EE | $3,682 | $3,311+11.2% | $5,630-34.6% | $4,274-13.9% |
| Admin fee / account holder | $1,932 | $6,724-71.3% | $16,006-87.9% | $7,775-75.1% |