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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 | $30,774 | $78,690-60.9% | $161,489-80.9% | $87,485-64.8% |
| Participation rate | 95.9% | 67.5%+28.4pp | 78.7%+17.2pp | 68.9%+27.0pp |
| Annual return | 17.49% | 32.74%-15.3pp | 89.72%-72.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,483 | $2,588-4.1% | $4,268-41.8% | $2,596-4.4% |
| Participant deferral / active EE | $5,340 | $3,311+61.3% | $5,630-5.2% | $4,274+24.9% |
| Admin fee / account holder | $3,580 | $6,724-46.7% | $16,006-77.6% | $7,775-53.9% |