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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 | $85,599 | $98,776-13.3% | $149,745-42.8% | $79,856+7.2% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.7pp |
| Annual return | 19.01% | 27.38%-8.4pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $4,412 | $3,217+37.1% | $4,646-5.0% | $2,471+78.5% |
| Participant deferral / active EE | $7,979 | $5,681+40.4% | $6,843+16.6% | $3,741+113.3% |
| Admin fee / account holder | $3,719 | $6,053-38.6% | $9,312-60.1% | $5,306-29.9% |