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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 | $71,936 | $98,766-27.2% | $149,730-52.0% | $79,852-9.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 18.34% | 27.43%-9.1pp | 276.70%-258.4pp | 31.72%-13.4pp |
| Employer contribution / active EE | $2,102 | $3,217-34.6% | $4,645-54.7% | $2,471-14.9% |
| Participant deferral / active EE | $4,694 | $5,681-17.4% | $6,843-31.4% | $3,740+25.5% |
| Admin fee / account holder | $497 | $6,052-91.8% | $9,310-94.7% | $5,306-90.6% |