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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 | $63,993 | $71,057-9.9% | $93,654-31.7% | $80,874-20.9% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.6%+18.1pp |
| Annual return | 10.90% | 11.26%-0.4pp | 133.34%-122.4pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,756 | $1,564+140.1% | $2,421+55.1% | $2,756+36.3% |
| Participant deferral / active EE | $8,433 | $4,034+109.1% | $4,413+91.1% | $4,297+96.3% |
| Admin fee / account holder | $1,547 | $6,944-77.7% | $8,282-81.3% | $6,935-77.7% |