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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 | $112,708 | $76,407+47.5% | $150,298-25.0% | $82,448+36.7% |
| Participation rate | 82.6% | 66.4%+16.2pp | 77.8%+4.8pp | 68.1%+14.5pp |
| Annual return | 16.78% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,345 | $2,614-48.6% | $4,154-67.6% | $2,551-47.3% |
| Participant deferral / active EE | $3,014 | $3,214-6.2% | $5,453-44.7% | $4,139-27.2% |
| Admin fee / account holder | $1,039 | $6,352-83.6% | $14,116-92.6% | $7,234-85.6% |