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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 | $67,962 | $100,147-32.1% | $81,286-16.4% | $145,877-53.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.65% | 34.44%-15.8pp | 24.80%-6.1pp | 551.28%-532.6pp |
| Employer contribution / active EE | $27,240 | $2,977+815.0% | $2,463+1006.1% | $4,663+484.2% |
| Participant deferral / active EE | $14,830 | $4,607+221.9% | $3,883+281.9% | $6,691+121.6% |
| Admin fee / account holder | $3,052 | $8,201-62.8% | $5,764-47.0% | $13,402-77.2% |