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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 | $93,617 | $104,650-10.5% | $83,854+11.6% | $155,188-39.7% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.1%+20.9pp | 80.8%-0.8pp |
| Annual return | 13.71% | 28.97%-15.3pp | 31.39%-17.7pp | 148.84%-135.1pp |
| Employer contribution / active EE | $720 | $1,196-39.8% | $1,017-29.2% | $4,248-83.1% |
| Participant deferral / active EE | $4,534 | $2,367+91.5% | $2,035+122.8% | $6,531-30.6% |
| Admin fee / account holder | $1,309 | $3,518-62.8% | $3,197-59.0% | $14,480-91.0% |