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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 | $85,385 | $107,421-20.5% | $182,262-53.2% | $94,015-9.2% |
| Participation rate | 76.9% | 77.8%-0.9pp | 84.2%-7.3pp | 70.8%+6.1pp |
| Annual return | 20.32% | 21.32%-1.0pp | 140.60%-120.3pp | 17.84%+2.5pp |
| Employer contribution / active EE | $3,160 | $3,448-8.4% | $5,046-37.4% | $2,790+13.2% |
| Participant deferral / active EE | $5,761 | $6,558-12.2% | $8,276-30.4% | $4,249+35.6% |
| Admin fee / account holder | $2,902 | $8,692-66.6% | $16,712-82.6% | $8,951-67.6% |