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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 | $33,663 | $99,053-66.0% | $88,179-61.8% | $138,895-75.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 16.72% | 78.17%-61.4pp | 64.97%-48.2pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,003 | $2,882+4.2% | $2,549+17.8% | $4,194-28.4% |
| Participant deferral / active EE | $6,938 | $5,225+32.8% | $4,614+50.4% | $6,396+8.5% |
| Admin fee / account holder | $3,531 | $8,748-59.6% | $7,673-54.0% | $12,562-71.9% |