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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 | $79,520 | $84,236-5.6% | $170,435-53.3% | $70,126+13.4% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $4,057 | $3,387+19.8% | $5,432-25.3% | $2,343+73.2% |
| Participant deferral / active EE | $3,114 | $3,086+0.9% | $4,939-37.0% | $3,332-6.5% |
| Admin fee / account holder | $10,706 | $5,698+87.9% | $13,881-22.9% | $4,645+130.5% |