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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 | $37,643 | $89,370-57.9% | $141,197-73.3% | $72,976-48.4% |
| Participation rate | 82.7% | 75.1%+7.6pp | 82.5%+0.2pp | 69.5%+13.2pp |
| Annual return | 22.79% | 111.88%-89.1pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $2,661 | $3,115-14.6% | $4,736-43.8% | $2,440+9.1% |
| Participant deferral / active EE | $3,414 | $5,419-37.0% | $6,710-49.1% | $3,608-5.4% |
| Admin fee / account holder | $3,781 | $5,957-36.5% | $10,265-63.2% | $5,124-26.2% |