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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 | $67,723 | $46,877+44.5% | $122,354-44.7% | $70,126-3.4% |
| Participation rate | 77.0% | 58.2%+18.8pp | 71.6%+5.4pp | 69.5%+7.5pp |
| Annual return | 17.51% | 24.22%-6.7pp | 30.28%-12.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,023 | $1,288+57.0% | $4,051-50.1% | $2,343-13.6% |
| Participant deferral / active EE | $6,837 | $2,167+215.4% | $3,287+108.0% | $3,332+105.2% |
| Admin fee / account holder | $1,942 | $3,324-41.6% | $5,479-64.6% | $4,645-58.2% |