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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 | $44,945 | $77,908-42.3% | $149,696-70.0% | $75,173-40.2% |
| Participation rate | 84.4% | 65.6%+18.9pp | 78.8%+5.7pp | 67.2%+17.2pp |
| Annual return | 14.23% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $2,703 | $3,138-13.8% | $4,821-43.9% | $2,671+1.2% |
| Participant deferral / active EE | $3,305 | $3,411-3.1% | $5,682-41.8% | $4,126-19.9% |
| Admin fee / account holder | $1,801 | $5,950-69.7% | $13,212-86.4% | $5,651-68.1% |