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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 | $45,119 | $77,920-42.1% | $149,723-69.9% | $75,177-40.0% |
| Participation rate | 77.3% | 65.6%+11.7pp | 78.8%-1.5pp | 67.2%+10.1pp |
| Annual return | 14.24% | 31.72%-17.5pp | 134.50%-120.3pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,191 | $3,138-30.2% | $4,821-54.6% | $2,671-18.0% |
| Participant deferral / active EE | $3,017 | $3,411-11.6% | $5,682-46.9% | $4,126-26.9% |
| Admin fee / account holder | $2,131 | $5,951-64.2% | $13,215-83.9% | $5,651-62.3% |