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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 | $56,420 | $78,690-28.3% | $161,489-65.1% | $87,485-35.5% |
| Participation rate | 91.7% | 67.5%+24.2pp | 78.7%+13.0pp | 68.9%+22.7pp |
| Annual return | 18.51% | 32.74%-14.2pp | 89.72%-71.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $2,917 | $2,588+12.7% | $4,268-31.7% | $2,596+12.4% |
| Participant deferral / active EE | $6,175 | $3,311+86.5% | $5,630+9.7% | $4,274+44.5% |
| Admin fee / account holder | $2,057 | $6,724-69.4% | $16,006-87.1% | $7,775-73.5% |