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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 | $39,207 | $77,638-49.5% | $156,551-75.0% | $62,881-37.6% |
| Participation rate | 80.6% | 71.2%+9.4pp | 84.0%-3.5pp | 69.3%+11.3pp |
| Annual return | 5.15% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,697 | $3,444-50.7% | $5,501-69.1% | $2,281-25.6% |
| Participant deferral / active EE | $2,624 | $3,046-13.9% | $4,871-46.1% | $3,203-18.1% |
| Admin fee / account holder | $3,653 | $5,561-34.3% | $13,028-72.0% | $4,296-15.0% |