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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 | $88,824 | $99,994-11.2% | $146,649-39.4% | $85,852+3.5% |
| Participation rate | 70.0% | 73.1%-3.1pp | 80.1%-10.1pp | 69.3%+0.7pp |
| Annual return | 18.23% | 18.93%-0.7pp | 22.75%-4.5pp | 318.66%-300.4pp |
| Employer contribution / active EE | $1,916 | $2,559-25.1% | $4,137-53.7% | $2,566-25.3% |
| Participant deferral / active EE | $3,103 | $4,006-22.5% | $5,506-43.7% | $3,952-21.5% |
| Admin fee / account holder | $31,124 | $7,703+304.1% | $10,281+202.7% | $6,261+397.1% |