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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 | $55,816 | $123,793-54.9% | $177,848-68.6% | $79,856-30.1% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.7%+7.8pp | 69.6%+25.9pp |
| Annual return | 15.28% | 22.82%-7.5pp | 48.33%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,479 | $4,095-39.5% | $5,919-58.1% | $2,471+0.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $667 | $7,243-90.8% | $12,431-94.6% | $5,306-87.4% |