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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 | $87,723 | $61,390+42.9% | $112,228-21.8% | $75,177+16.7% |
| Participation rate | 96.9% | 61.6%+35.2pp | 72.4%+24.4pp | 67.2%+29.7pp |
| Annual return | 14.30% | 28.47%-14.2pp | 30.23%-15.9pp | 160.75%-146.4pp |
| Employer contribution / active EE | $6,706 | $2,015+232.9% | $3,432+95.4% | $2,671+151.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,569 | $4,862-47.2% | $7,752-66.9% | $5,651-54.5% |