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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 | $90,295 | $81,233+11.2% | $155,567-42.0% | $80,874+11.6% |
| Participation rate | 87.9% | 66.2%+21.6pp | 78.2%+9.7pp | 67.6%+20.2pp |
| Annual return | 15.23% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,590 | $3,101-48.7% | $4,674-66.0% | $2,756-42.3% |
| Participant deferral / active EE | $3,932 | $3,452+13.9% | $5,628-30.1% | $4,297-8.5% |
| Admin fee / account holder | $722 | $7,998-91.0% | $15,916-95.5% | $6,935-89.6% |