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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 | $73,661 | $81,664-9.8% | $70,476+4.5% | $158,966-53.7% |
| Participation rate | 78.3% | 77.7%+0.5pp | 75.1%+3.2pp | 82.0%-3.7pp |
| Annual return | 7.24% | 208.59%-201.3pp | 109.12%-101.9pp | 302.95%-295.7pp |
| Employer contribution / active EE | $4,736 | $3,219+47.1% | $2,738+73.0% | $4,762-0.6% |
| Participant deferral / active EE | $2,472 | $4,556-45.7% | $3,710-33.4% | $5,983-58.7% |
| Admin fee / account holder | $1,452 | $6,197-76.6% | $3,847-62.3% | $11,250-87.1% |