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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 | $41,697 | $77,920-46.5% | $149,723-72.2% | $75,177-44.5% |
| Participation rate | 70.1% | 65.6%+4.5pp | 78.8%-8.7pp | 67.2%+2.9pp |
| Annual return | 15.84% | 31.72%-15.9pp | 134.50%-118.7pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,646 | $3,138-47.5% | $4,821-65.9% | $2,671-38.4% |
| Participant deferral / active EE | $2,935 | $3,411-14.0% | $5,682-48.3% | $4,126-28.9% |
| Admin fee / account holder | $1,909 | $5,951-67.9% | $13,215-85.6% | $5,651-66.2% |