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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 | $97,625 | $108,825-10.3% | $156,181-37.5% | $82,448+18.4% |
| Participation rate | 80.6% | 72.4%+8.3pp | 78.8%+1.8pp | 68.1%+12.6pp |
| Annual return | 16.46% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,939 | $2,870+141.8% | $4,294+61.6% | $2,551+172.0% |
| Participant deferral / active EE | $7,597 | $4,577+66.0% | $6,132+23.9% | $4,139+83.5% |
| Admin fee / account holder | $805 | $9,341-91.4% | $14,586-94.5% | $7,234-88.9% |