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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 | $75,295 | $118,496-36.5% | $98,461-23.5% | $139,466-46.0% |
| Participation rate | 88.9% | 77.5%+11.4pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 15.92% | 18.96%-3.0pp | 21.17%-5.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,396 | $3,611-61.3% | $3,049-54.2% | $4,754-70.6% |
| Participant deferral / active EE | $6,203 | $5,393+15.0% | $4,738+30.9% | $6,712-7.6% |
| Admin fee / account holder | $3,145 | $14,056-77.6% | $8,961-64.9% | $11,409-72.4% |