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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 | $25,894 | $147,556-82.5% | $129,031-79.9% | $198,609-87.0% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 24.23% | 37.41%-13.2pp | 34.67%-10.4pp | 202.70%-178.5pp |
| Employer contribution / active EE | $5,846 | $3,645+60.4% | $3,226+81.2% | $5,055+15.6% |
| Participant deferral / active EE | $10,245 | $5,760+77.9% | $5,217+96.4% | $6,977+46.8% |
| Admin fee / account holder | $2,332 | $15,467-84.9% | $13,208-82.3% | $19,030-87.7% |