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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 | $45,253 | $93,598-51.7% | $135,974-66.7% | $75,173-39.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 15.26% | 30.89%-15.6pp | 68.30%-53.0pp | 160.72%-145.5pp |
| Employer contribution / active EE | $2,475 | $3,538-30.1% | $4,859-49.1% | $2,671-7.4% |
| Participant deferral / active EE | $3,095 | $6,405-51.7% | $7,760-60.1% | $4,126-25.0% |
| Admin fee / account holder | $6,542 | $6,978-6.2% | $10,767-39.2% | $5,651+15.8% |