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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 | $40,968 | $48,337-15.2% | $67,560-39.4% | $80,959-49.4% |
| Participation rate | 75.7% | 66.4%+9.2pp | 72.9%+2.7pp | 67.7%+8.0pp |
| Annual return | 20.72% | 18.26%+2.5pp | 3533.50%-3512.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $757 | $2,023-62.6% | $2,737-72.3% | $2,757-72.5% |
| Participant deferral / active EE | $4,351 | $2,928+48.6% | $4,004+8.7% | $4,300+1.2% |
| Admin fee / account holder | $5,672 | $3,695+53.5% | $3,994+42.0% | $6,925-18.1% |