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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 | $82,368 | $76,407+7.8% | $150,298-45.2% | $82,448-0.1% |
| Participation rate | 86.8% | 66.4%+20.4pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 15.49% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $989 | $2,614-62.2% | $4,154-76.2% | $2,551-61.2% |
| Participant deferral / active EE | $5,050 | $3,214+57.1% | $5,453-7.4% | $4,139+22.0% |
| Admin fee / account holder | $10,220 | $6,352+60.9% | $14,116-27.6% | $7,234+41.3% |