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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 | $43,478 | $84,236-48.4% | $170,435-74.5% | $70,126-38.0% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 12.56% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $2,581 | $3,387-23.8% | $5,432-52.5% | $2,343+10.2% |
| Participant deferral / active EE | $3,832 | $3,086+24.2% | $4,939-22.4% | $3,332+15.0% |
| Admin fee / account holder | $505 | $5,698-91.1% | $13,881-96.4% | $4,645-89.1% |