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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 | $81,331-38.4% | $155,534-67.8% | $80,935-38.1% |
| Participation rate | 80.9% | 66.3%+14.6pp | 78.2%+2.6pp | 67.7%+13.2pp |
| Annual return | 11.59% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,643 | $3,105-14.9% | $4,675-43.5% | $2,757-4.1% |
| Participant deferral / active EE | $3,455 | $3,4540% | $5,630-38.6% | $4,299-19.6% |
| Admin fee / account holder | $3,601 | $7,999-55.0% | $15,900-77.4% | $6,924-48.0% |