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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 | $50,098 | $81,358-38.4% | $155,556-67.8% | $80,959-38.1% |
| Participation rate | 80.9% | 66.3%+14.6pp | 78.2%+2.6pp | 67.7%+13.2pp |
| Annual return | 11.59% | 33.39%-21.8pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,643 | $3,106-14.9% | $4,675-43.5% | $2,757-4.1% |
| Participant deferral / active EE | $3,455 | $3,4550% | $5,631-38.6% | $4,300-19.7% |
| Admin fee / account holder | $3,601 | $7,994-55.0% | $15,885-77.3% | $6,925-48.0% |