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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 | $89,981 | $171,272-47.5% | $127,803-29.6% | $152,897-41.1% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.0%+14.3pp | 82.5%+10.9pp |
| Annual return | 12.08% | 23.54%-11.5pp | 26.14%-14.1pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,704 | $5,451-68.7% | $4,576-62.8% | $4,764-64.2% |
| Participant deferral / active EE | $3,411 | $7,043-51.6% | $6,023-43.4% | $5,851-41.7% |
| Admin fee / account holder | $9,592 | $14,540-34.0% | $9,399+2.1% | $11,599-17.3% |