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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 | $38,172 | $83,485-54.3% | $125,192-69.5% | $72,975-47.7% |
| Participation rate | 88.3% | 73.3%+15.0pp | 79.8%+8.6pp | 69.5%+18.8pp |
| Annual return | 19.76% | 25.77%-6.0pp | 43.79%-24.0pp | 81.01%-61.3pp |
| Employer contribution / active EE | $2,233 | $2,346-4.8% | $3,866-42.2% | $2,440-8.5% |
| Participant deferral / active EE | $2,319 | $3,586-35.3% | $4,937-53.0% | $3,608-35.7% |
| Admin fee / account holder | $1,735 | $5,518-68.6% | $9,704-82.1% | $5,124-66.1% |