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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 | $71,105 | $84,236-15.6% | $170,435-58.3% | $70,126+1.4% |
| Participation rate | 81.0% | 70.8%+10.1pp | 83.6%-2.6pp | 69.5%+11.4pp |
| Annual return | 13.90% | 23.06%-9.2pp | 205.94%-192.0pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,797 | $3,387-46.9% | $5,432-66.9% | $2,343-23.3% |
| Participant deferral / active EE | $3,587 | $3,086+16.2% | $4,939-27.4% | $3,332+7.7% |
| Admin fee / account holder | $514 | $5,698-91.0% | $13,881-96.3% | $4,645-88.9% |