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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 | $57,207 | $101,763-43.8% | $164,866-65.3% | $80,874-29.3% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 13.77% | 16.73%-3.0pp | 69.97%-56.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,420 | $2,954-52.0% | $4,343-67.3% | $2,756-48.5% |
| Participant deferral / active EE | $4,256 | $4,477-4.9% | $6,033-29.5% | $4,297-1.0% |
| Admin fee / account holder | $2,182 | $8,228-73.5% | $12,689-82.8% | $6,935-68.5% |