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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 | $36,152 | $48,327-25.2% | $67,575-46.5% | $80,935-55.3% |
| Participation rate | 82.5% | 66.4%+16.0pp | 72.9%+9.5pp | 67.7%+14.8pp |
| Annual return | 17.06% | 18.31%-1.2pp | 3528.98%-3511.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $2,766 | $2,022+36.8% | $2,736+1.1% | $2,757+0.3% |
| Participant deferral / active EE | $2,348 | $2,927-19.8% | $4,003-41.4% | $4,299-45.4% |
| Admin fee / account holder | $517 | $3,692-86.0% | $3,993-87.1% | $6,924-92.5% |