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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 | $114,648 | $98,766+16.1% | $149,730-23.4% | $79,852+43.6% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.1pp |
| Annual return | 17.73% | 27.43%-9.7pp | 276.70%-259.0pp | 31.72%-14.0pp |
| Employer contribution / active EE | $1,597 | $3,217-50.4% | $4,645-65.6% | $2,471-35.4% |
| Participant deferral / active EE | $2,987 | $5,681-47.4% | $6,843-56.4% | $3,740-20.1% |
| Admin fee / account holder | $317 | $6,052-94.8% | $9,310-96.6% | $5,306-94.0% |