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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 | $40,009 | $49,255-18.8% | $70,494-43.2% | $79,856-49.9% |
| Participation rate | 90.0% | 69.2%+20.8pp | 75.1%+14.9pp | 69.6%+20.4pp |
| Annual return | 11.96% | 30.10%-18.1pp | 109.16%-97.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,993 | $2,100-5.1% | $2,738-27.2% | $2,471-19.3% |
| Participant deferral / active EE | $5,659 | $2,768+104.4% | $3,711+52.5% | $3,741+51.3% |
| Admin fee / account holder | $6,923 | $2,879+140.4% | $3,848+79.9% | $5,306+30.5% |