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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 | $100,279-32.2% | $81,353-16.5% | $145,884-53.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.65% | 34.49%-15.8pp | 24.82%-6.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $27,240 | $2,979+814.3% | $2,464+1005.5% | $4,662+484.3% |
| Participant deferral / active EE | $14,830 | $4,611+221.6% | $3,885+281.8% | $6,690+121.7% |
| Admin fee / account holder | $3,052 | $8,206-62.8% | $5,766-47.1% | $13,392-77.2% |