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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 | $9,163 | $94,439-90.3% | $73,658-87.6% | $154,746-94.1% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 21.59% | 28.25%-6.7pp | 29.72%-8.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $6,766 | $1,257+438.1% | $1,032+555.4% | $4,379+54.5% |
| Participant deferral / active EE | $1,155 | $2,527-54.3% | $2,062-44.0% | $6,730-82.8% |
| Admin fee / account holder | $7,730 | $3,843+101.1% | $3,357+130.3% | $14,365-46.2% |