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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 | $72,656 | $55,453+31.0% | $170,435-57.4% | $62,293+16.6% |
| Participation rate | 86.1% | 66.4%+19.8pp | 83.6%+2.5pp | 69.5%+16.6pp |
| Annual return | 19.04% | 21.38%-2.3pp | 205.94%-186.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,698 | $2,164-21.5% | $5,432-68.7% | $2,042-16.8% |
| Participant deferral / active EE | $2,258 | $2,303-1.9% | $4,939-54.3% | $3,169-28.8% |
| Admin fee / account holder | $4,195 | $455+821.8% | $13,881-69.8% | $479+775.1% |