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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 | $101,795-43.8% | $165,100-65.4% | $80,959-29.3% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.7%+18.0pp |
| Annual return | 13.77% | 16.73%-3.0pp | 70.21%-56.4pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,420 | $2,954-51.9% | $4,348-67.4% | $2,757-48.5% |
| Participant deferral / active EE | $4,256 | $4,476-4.9% | $6,035-29.5% | $4,300-1.0% |
| Admin fee / account holder | $2,182 | $8,221-73.5% | $12,696-82.8% | $6,925-68.5% |